How to use the Staff Directory

The Staff Directory is used to link staff roles to clinical records. Staff can be assigned the relevant roles they perform in the Staff Directory. As a result, when the clinical record is created, the assigned roles will be available and in the drop-down for the role, staff members can be selected.

Only users who will be involved with clinical records need to be added to the Staff Directory (i.e. technicians, Doctors).

Key Information

Deleting a doctor will delete the associated Staff Directory entry - this does not work the other way around.
Common fields (i.e. first name) are kept in sync - any changes made to users, doctors, or staff, will be copied over to the applicable fields on all related roles.
When saving a new doctor's details, a new staff entry will be created if there is no preexisting entry.
When updating 'Internal MO' details, if the doctor does not exist as a referring MO, they will be created based on the provider number.
Doctor and user are linked via the 'Username' field in the Add/Modify Internal Doctors screen.
Doctor and staff are linked via the 'Username' or 'Doctor' field in the Staff Editor screen.
Staff and user are linked via the 'Username' field in the Staff Editor screen.

Adding a New Staff Member

The Staff Directory is accessible via Admin > Staff Directory.

To add a new staff member, select the Add Staff button.

Enter the staff member details, including HealthTrack Logon.
- When the 'HealthTrack Logon' check-box is ticked, the User Name field will provide a list current usernames to be selected.

If the staff member is a doctor, tick the 'Internal Doctor' check-box, which will provide a list of current doctors to be selected.

To select a role and location, click the Add button.

Adding Staff to Clinical Records

Go to the 'Clinical Details' tab for the clinical record, and navigate to the Staff section.

Select Edit to open the Staff Selector screen.

Click the 'Role' column to select or change a role, and click the 'Name' column to select the staff member.

If the staff member is the Reporting Doctor, tick the 'Rep' check-box.

Choose the Select and Close button.

Manage Clinical Roles

In the Staff Directory, select the Manage Clinical Roles button to manage the roles available for selection on a Clinical Record.

This will open the MR Staff Role Editor screen.

Select the + sign on the left of the Clinical Record header to display the currently configured roles for the Clinical Record.
Select New or Edit to add a new role or edit an existing role for the Clinical Record.
After the configuration is complete, select Save and Close.

HealthTrack will need to be restarted for the changes to take effect.