Creating an Employee and Editing Employee Information

Creating a new Employee

1. On the Dashboard select “Employee” from the “Client/Employee/Doctor” dropdown
2. Select “Add Employee” from the “Select a Transaction” dropdown
3. Fill out the new employee form
a. Recommended Username format: First letter of first name + Last name Your company name (Ex. For Jane Doe => JDoeAccuPoint)
b. The password must be at least 8 characters long and include 1 capital letter, 1 number, a special character
4. Refer to the following article regarding Groups: https://accupoint.supportsystem.com/scp/faq.php?id=98

Editing an Employee’s information

1. On the Dashboard select “Employee” from the “Client/Employee/Doctor” dropdown
2. Select “Edit Information” from the “Select a Transaction” dropdown
3. Select the Employee’s name
4. Make any needed changes and click “Save”

Important Fields

1. “Allowed services” are the billable and non-billable services that the employee complies to perform, schedule and bill to insurance.
a. To add a service, select the service from the left-hand selection box and click the add button.
b. To remove an allowed service, select the allowed service from the right-hand selection box and click remove.
2. “Active” checkbox is to determine if the employee is performing services for your company
3. “Flag Employee” checkbox- if an employee is “flagged” all sessions will go into an audit status
4. “NPI Number” this is the employee’s NPI number if applicable

Please Note: The check boxes below are automatically checked by the AccuPoint system once compliance is met. No further information is required here.