Limiting Access for Staff Managers, Accountants, and Admins
See attached tip sheet for more information.
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Convert Applicant to Staff Member
To convert a staff applicant into a staff member in SMARTcare, follow the steps below: 1. Open up Applicant Management, under Menu > Staff > Applicant Management. 2. In Applicant Management you have the option of two different views Dashboard to ...
Staff Managers ability to view Shift Signature Report
If you would like a staff manager role employee to view and sign off the Shift Signatures report please follow the below steps. 1. Access the staff managers profile and scroll to the Privileges section. Click the pencil to add privileges. 2. Add the ...
Deactivate Staff
Deactivating staff members within SmartCare is a simple process that should be carried out when a staff member is no longer working for your agency. Since staff members cannot be permanently deleted from the system. To deactivate a staff member, ...
Adding Staff Tags to a Client's Profile
Client and Staff tags are used as a way to filter clients and staff when managing, scheduling, and invoicing. For example, if you want to only view clients who are associated with the VA, you can add that tag to the individual client profiles it ...
Add/Register New Staff
Adding and registering new staff members is a required part of the hiring process. Performing these tasks within SmartCare is easy. Follow the instructions below to learn about registering and adding staff members. Navigate to the Staff Management ...