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How to Enter Staff and Providers

How to Enter Staff and Providers

Add New Staff

  1. Click on “Add New Staff” under the “HR” tab.

  2. Fill out the form with the new staff member’s information.
    • To add a photo click on the “Add/Edit” button in the “Photo” section. Click the “Choose File” button and choose a file from the computer.
    • The required fields must be filled out before proceeding to the next step.
  3. Click the “Next” button to proceed.

  4. Enter a username and password for the new staff member.
    • The password strength must be at least “Good” in order to be saved. The staff member will be required to change this password when they log in for the first time.

  5. Click the “Next” button to proceed.
  6. Fill out the form with the new staff member’s information if desired. These fields aren’t required.
    • Enter a cell phone number and carrier, and the new staff member will receive text alerts.
  7. Click the “Next” button to proceed.
  8. Fill out the form with the new staff member’s information if desired. These fields aren’t required.
  9. Click the “Next” button to proceed.
  10. Fill out the form.
    • To “Allow Off-site Access” IP filtering must be turned on. Contact BlueStep Support to enable this feature.

    • “Security Access” permissions can be viewed as “Simple” or “Detailed” by selecting one of the buttons.

    • “Security Groups” can be selected. For the new staff member to have security access the “Staff” button must be clicked.

  11. Click the “Save” button to finish.

Add New Provider

  1. Click on “Add New Provider” under the “Providers/Vendors” tab.

  2. Fill out the form with the new provider’s information.
    • The required fields must be filled out before proceeding to the next step.
  3. Click the “Next” button to proceed.

  4. Fill out the form with the provider’s work information.
  5. Click the “Next” button to proceed.
  6. Select a “Provider Type” from the drop-down menu.

  7. Click the “Save” button to finish.

The new provider is now ready to be attached to any resident record. See How to Enter a Resident for more information.
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