Category: Staff managment

Add, disable, change roles and other staff related help

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How to add staff provider numbers via Staff Management Staff managment

How to add staff provider numbers via Staff Management 

Most health service providers are allocated with unique provider numbers from public care or  private health funds. Some of them vary from different health funds. With the Fogo system, it is easy to enter your provider number with each practice and match it with your client’s health fund when you are issuing an invoice. 

  1. Login Admin or Receptionist account 
  2. Navigate to Staff Management page
  3. Search staff name and click ‘Details’ 
  1. Navigate to ‘Provider Numbers’ 
  2. Choose ‘Modality’, ‘Branches’, Health Fund and enter your provider number. 
  3. Click ‘Add New’ to save
  4. All this information can be edited afterwards. 

Use ‘All’ to save your time if your provider number is the same with all funds and public care systems. 

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How to add my provider details via ‘My Profile’

How to add my provider details via ‘My Profile’ 

Most health service providers are allocated with unique provider numbers from public care or  private health funds. Some of them vary from different health funds. With the Fogo system, it is easy to enter your provider number with each practice and match it with your client’s health fund when you are issuing an invoice. 

  1. Navigate to ‘My profile’ via top right corner 
  2. Open ‘My profile’ page and click ‘My provider numbers’ 
  3. Choose ‘Modality’, ‘Branches’ and Health Fund and enter your provider number. 
  4. Click ‘Add New’ to save
  5. All this information can be edited afterwards. 

Use ‘All’ to save your time if your provider number is the same with all funds and public care systems. 

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how to add or remove admin

how to add or remove admin

  1. Navigate to Management>Staff Management
  2. Search staff name and click ‘As Admin’ on the right to the name.
  3. Add the staff first if the staff is not existing in your staff list
  4. Do not remove all admin account Always leave one active
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how to add staff details

how to add staff details

Login in you fogo administrator account and follow the steps

  1. Navigate to Management > Staff Management
  2. Search the staff by name and click ‘Details to continue
  3. Change or enter staff details in the first tab
  4. Save and return to the dashboard. 
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how to change staff's role?

how to change staff’s role

Staff may have gain more service modalites in certain time. The role will be updated accordingly.

  1. Login your fogo administrator account.
  2. Navigate to Management > Staff Management
  3. Search the staff name you wish to change the role and click ‘Details’.
  4. Click ‘Role’ to choose or untick the role 
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how to add a staff member ？

how to add a new staff

  1. Go to Management> Staff management
  2. Click ‘Add staff account’ on the top right corner
  3. Enter name, email and choose proffession
  4. Click ‘Save’ to add new staff
  5. Ask your staff to reset password once a notification email sent to the email address.