The Key Staff table on the Home Health Detail page allows you to maintain a connection between known physicians or other important staff and the home health agency on the page.
Adding Key Staff
Additional staff can be added to the Key Staff table by clicking on the plus sign (+) next to the title.
Adding someone not in the database
The window in the image to the right will open when you hit the plus sign (+)
We have added a fictitious test example to show how the data would look as you enter it.
The only field that is required is the name.
The title field is visible in the table and allows you to add staff other than physicians.
Adding a phone number to the notes will allow other users to find contact information.
Adding a physician already in the database
Any physician who appears in the Physicians page main table can be added to the Key Staff table.
Click on the plus sign and the "Add/Edit Staff" dialog box will open.
Click on "Add a Physician" at the top of the "Add/Edit Staff" dialog box.
A new option will appear (next screenshot.)
Enter the full name or NPI of the physician you want to add.
Click on the Search button
The relevant search results will appear. (see next screenshot.)
Click on the Physician of your choice. (The physician will be highlighted as seen in the screenshot below.)
Click on "Use Selected Physician."
Only 20 physicians will be returned in the search. If your search doesn't return the physician you want, first find the physician in the main table on the Physicians page and copy the NPI. Then use the NPI in the search above.
The physician's details will be added to the "Add/Edit Staff" dialog box.
Click Save to add the physician to the Key Staff Table:
This is the final view of our examples:
Editing/Removing Key Staff
In order to edit or remove any staff member in the Key Staff table, click anywhere on the row for that physician.
The Add/Edit Staff dialog box will open.
Making Edits to a Staff Member
Make any changes to any fields.
Click save to save your changes
Removing a Staff Member
Click on the "Remove" button.
The staff member will be removed from the Key Staff table.