Staff Tab

Add Staff

• Add & Edit a Staff Member
• Staff Permissions Glossary
• Set Staff Permissions
• Assign/Remove Staff Member to Clients & Cases
• Deactivate a Staff Member

Staff General

• Assign Staff a Position
• Add & Edit Staff Position Types
• Upload Staff Documents
• Show or Hide Appointments from Therapist
• Assign Supervisor to Review Therapist Notes
• Therapist Payroll Settings

My Staff Profile & Preferences

• My TheraNest Preferences
• Show Only Clients Initials in Emails to TheraNest Users
• Set Your General Preferences
• My Client Portal Settings
• Enable Text Response Notifications