Managing Vendor Staff

1. Click Vendor Administration.

2. Click the Location drop-down on the left navigation and select the location.

3. Click Staff.
   
   

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4. Click Add Staff.

5. Enter the First Name of the person and click Tab.

6. Enter the Last Name of the person and click Tab.

7. Enter the NPI# for the person and click Tab.

   1. Note: An NPI# is not required.

8. Enter or click the Date Calendar and click the Start Date.

   1. Note: The Start Date must be before any assessment date or service rendered date.

9. Click Save.

10. The system will search to see if that staff person is already in the system. If found it will display similar records. If an exact match is found, click the person’s name to select. If not the system will display the fields for entry of the staff person.

11. Click Save Licensure/Certification.

12. Click Add Licensure/Certification.

13. Click the Licensure/Certification Title drop-down and click the intended Licensure/Certification.

14. Click the Licensure/Certification ID field and enter the Certificate ID.

15. Click the Expiration Date field and enter the expiration date or click the date calendar to select.

16. Click Choose File to locate the certificate on your computer to upload and click the file.

17. Click Save Licensure/Certification.

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Note: Staff must have certifications selected/uploaded before they can add any assessments or services. When an expiration date is passed, the staff person will no longer be able to administer assessments. A new certificate must then be uploaded with the new expiration date entered.

To add that Staff person to other locations:

1. Click Vendor Administration.

2. Click the Location drop-down on the left navigation and select the location.

3. Click Staff.

4. Click the Staff person.

5. Click the Action drop-down and click Activate.

6. Click the Effective Date field and enter the date or click the date calendar to select.

7. Click the Applies To drop-down and click the location.

8. Click Submit.

To Deactivate the Staff person from locations:

Note: This should be done when a staff person leaves a site or organization.

1. Click Vendor Administration.

2. Click the Location drop-down on the left navigation and select the location.

3. Click Staff.

4. Click the Staff person.

5. Click the Action drop-down and click Deactivate.

6. Click the Applies To drop-down and click the location or leave as All Locations.

7. Click Submit.