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Staff Management

Manage staff accounts, roles, and practice assignments across all locations

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All Care Manager Physician NP/PA Medical Assistant Biller Admin
Role Distribution
Physicians
47
Care Managers
30
NP / PA
24
Medical Assistants
38
Admin / Billing
31
  • Total Staff170
  • FTE vs Part-Time128 / 42
Compliance & Training
12
Training Due
3
Licenses Expiring
✓
Background Checks
  • HIPAA Training Current158 / 170
  • CPR Certifications Valid142 / 170
  • Avg Tenure3.8 years
  • Open Positions7
Staff MemberEmp IDRoleSpecialtyPracticePhoneStatusLast LoginActions
SC
Dr. Sarah Chen
 E1001PhysicianCardiologyPrimary Care Partners(310) 555-1001 Today 8:14 AM
JP
James Park
 E1002Care ManagerGeneralValley Medical Group(559) 555-1002 Today 9:32 AM
MT
Maria Torres
 E1003BillerMedical BillingEastside Family Health(713) 555-1003 Yesterday 5:02 PM
RK
Dr. Robert Kim
 E1004PhysicianInternal MedicineNorthgate Internal Med.(312) 555-1004 Today 7:45 AM
AD
Angela Davis
 E1005Med. AssistantClinical SupportWestside Wellness(602) 555-1005 Today 10:15 AM
LN
NP Lisa Nguyen
 E1006NP/PAFamily MedicineHarbor View Medical(206) 555-1006 Yesterday 3:41 PM
TW
Tom Wilson
 E1007AdminAdministrationPrimary Care Partners(310) 555-1007 Today 11:00 AM
PP
Dr. Priya Patel
 E1008PhysicianGeriatricsValley Medical Group(559) 555-1008 3 days ago
MB
PA Marcus Brown
 E1009NP/PAEmergency Med.Eastside Family Health(713) 555-1009 Today 6:55 AM
CR
Carmen Reyes
 E1010BillerClaims ProcessingNorthgate Internal Med.(312) 555-1010 Yesterday 2:18 PM
KZ
Kevin Zhang
 E1011Care ManagerChronic DiseaseRiverside Community(305) 555-1011 Today 10:48 AM
JL
Jessica Lee
 E1012Med. AssistantClinical SupportHarbor View Medical(206) 555-1012 Today 8:30 AM
SC
Details
Employee ID
Specialty
Practice
Access Level
Clinical Admin
Schedule & Availability
MonTueWedThuFriSat
Hours: 8:00 AM – 5:00 PM
Performance
Current Caseload
28 / 35 patients
Patient Satisfaction
4.7 / 5.0 ⭐
Compliance Rate
98.2%
AI Assistant
Frequently Asked Questions
How do I add a new organization entity?
Click the "Add" button in the top right of the page. Fill in required fields (Name, NPI, State). New entries begin in Pending status until verified.
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How do I update organization details?
Click the pencil (edit) icon on any row to modify details. Changes save immediately after confirmation.
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What does "Pending" status mean?
Pending means the entity is awaiting credentialing, contract execution, or system verification. It is not yet active in the network.
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How do I export the organization list?
Use the Export button in the toolbar to download a CSV of all filtered results. Applied filters carry over to the export.
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How do I filter by state or status?
Use the dropdown filters in the toolbar above the table. You can combine State and Status filters to narrow results.
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How do I view contract details?
Click any row to expand its details panel, or click the eye icon in the Actions column to open the full detail view.
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How do I link providers to this entity?
From the detail panel, go to the Providers tab and use "Assign Provider" to link credentialed providers.
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How do I check compliance status?
The Compliance badge on each row shows current status. Click it or navigate to the Compliance module for detailed reports.
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Tips & Best Practices
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Quick Actions
Add New Entity
Export List
Check Compliance
View Contracts
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