“External Employee ID” and “Termination Date” Fields

In the “Basics” section of employees’ profiles, the following fields are for organizations using a third party payroll company: External Employee ID: will show in employee accounts under the “Employee ID” field on users’ face sheets. Termination Date: this field will show next to “Status” in employee and generic accounts, when “Make In-active” has been …

Editing Timesheets

In the Billing module, timesheets can be edited in the “Edit Timesheet” screen. Please note, locked timesheets cannot be edited without the billing admin permission. Unlocked timesheets can be edited without this permission. Click here to learn how to lock and unlock timesheets. Users can navigate between service lines by clicking the numbers displayed horizontally …

Notes Permissions

Employees with the following permissions have various levels of access to Notes. These permissions can be enabled via the Permissions module. Access Create and complete a note/form for a client or provider. Notes Templates > Manage Create, add, delete, and overall manage note and form templates for the organization Permission groups, and edit the permissions granted …