The Employee Setup feature in CAREWare 6 identifies staff who are physicians, dispensers, schedulers, case note authors, and billable service providers. Employees may or may not have CAREWare user accounts, and setting up an employee does not add a user account to CAREWare. Instead, the Employee Setup enables specific features within CAREWare.

How to Add an Employee in CAREWare

1. Click on Administrative Options in the left-hand menu.

2. Click on Employee Setup.

3. Click Add.

View: View details of the employee record.

Add: Add a new employee record.

Edit: Edit an existing employee record.

Delete: Delete an existing employee record.

Back: Return to the Scheduler Setup menu.

Print or Export: Print or export a list of employee records.

Hide/Show Columns: Select the columns to hide/show in the employee list.

 

4. Complete the fields for first name, last name, email (optional), CAREWare user name (optional), phone 1, and phone 2. Please note that adding an individual as an employee does not add a CAREWare user account.

5. Check the box for Active. (If an employee leaves the organization, uncheck the Active box to remove the employee name as a case note author, scheduler, third-party biller, and other employee-related lists.

6. Check the boxes that reflect the employee’s role(s) within the organization.

Is Physician: Indicates that the employee is a physician.

Is Dispenser: Indicates that the employee is a dispenser.

Can Schedule: Indicates that the employee can schedule appointments.

Case Note Author: Includes the employee’s name in the dropdown list for case note authors.

Can Be Sent To: Indicates that appointments can be scheduled with the employee.

Billable Service Provider: Indicate that the employee is a third-party billing provider.

Effective Date: Effective date when the employee can start third-party billing services.

NS and NPI: Optional fields for third-party billing providers.

 

11. Click Save.