Staff Requirements Page (WebABA Pro & Group)

 Permissions: You must have Administrator Permissions or higher. 

Use the Staff Requirements page to manage what requirements are needed for staff members to render services for insurance & service types and manage document types.

[Set Up Document Type] [Set Up Staff Requirements] [Limit Scheduling]

Set Up Document Type

Before you begin to manage requirements, make sure document types are entered into the system so you will be able to track them for staff requirements.

IMPORTANT: Document Types were previously managed in the staff's profile.

1. Click Organization and Settings in the side navigation panel.
2. Click Staff Requirements tab.
3. Click Set Up Staff Document Types.
   
   
   
   
4. Click Add Staff Document Type.
   

   NOTE: Click Back to Staff Requirements to go back to the Staff Requirements main page.

   
   
   
   
5. Enter the Document Type name in the pop-up window.
6. Select Expiration Type (Expiring Document or Non-expiring Document).
   

   NOTE: If it is an Expiring Document, you will be required to enter an expiration date when uploading the document in the staff member profile. Learn More.

7. Click Save.
   
   

Set Up Staff Requirements

1. Click Organization and Settings in the side navigation panel.
2. Click Staff Requirements tab.
3. Click Add Staff Requirement. 
   
   
4. Select Requirements: Insurer)(s), Service Type(s), Position(s) & Staff Document Type(s).
   

   NOTE: you can select more than one option for each field. 

5. Select Limit Scheduling to prevent staff members from being scheduled if they do not have the required documents on file or if those documents have expired. 
   

   NOTE: You can also enable the limit scheduling feature from the Staff Requirements table.
   

6. Click Save.
   
   
   
7. The requirements display on the Staff Requirements table.
8. Click Enable to activate the Limit Scheduling feature to prevent staff members from being scheduled if they do not have the required documents on file or if those documents have expired.
   

   NOTE: You can also apply the limit scheduling feature from the Add New Staff Requirement window.
   

   
   

Limit Scheduling

Use the Limited Scheduling feature to restrict staff from creating appointments when they do not meet the Staff Requirements you have entered into the system. If Limited Schedulig is not enabled, staff will see the warning message but can still create appointments. 

NOTE: The warning message displays for all documents that do not meet requirements.

Limited Scheduling Enabled
A warning message displays and staff cannot schedule appointments if they do not meet the requirements.

1. Enable Limited Scheduling for the Staff Requirement.
   
   
2. Schedule an appointment with a staff member.
   
3. A warning message will appear if the selected staff member does not meet any staff requirements that have been entered.
4. Furthermore, if they do not meet any staff requirements, the Save button will not be active and the appointment cannot be created. 

Limited Scheduling Not Enabled 
a warning message displays but staff can still schedule appointments.

1. Limited Scheduling is not enabled when the staff member attempts to create an appointment. 
2. A warning message will appear if the selected staff member does not meet any staff requirements that have been entered.
3. The staff member will be able to proceed with scheduling the appointment and click Save.