How to Create or Edit a Team Member

Use the Team Member Settings feature to create or edit a staff member's personal, professional, and employment information.

To create or edit a team member:

1. From the User menu, select Administration.
2. Select Team > Team Members. The Team Member Settings window is displayed.
3. Under Actions, select Create New Team Member, or select a team member from the list and click Edit Selected Team Member.
   Note: You can use the search field to locate a team member.
   
   The Team Member Settings fields become active.
4. In the Professional Information section:
   -Enter or verify the team member's Default Location and Role.
   -You can also assign a color to display on the schedule.
   -Select the Default Procedure List / Fee Schedule for the provider.
   Note: Specialists, such as oral surgeons or periodontists, can use this setting to use their own set of fees as the default. 
   -Enter the NPI and Taxonomy Code.
   Note: If Doctor is the selected role for the team member, there are additional fields that may be required for submitting insurance claims:
   -NPI Number: The 10-digit National Provider Identifier Number is a required field when the role selected is Doctor. Enter the individual healthcare provider NPI Number, or if you do not have an individual number, enter the NPI number that is assigned to the practice location (Administration > Locations > Practice Location Settings > Business section).
   -Taxonomy Code: Select the provider's specialty classification from the list. This is a required field when the role selected is Doctor.
   Note: There are two taxonomy codes for Oral & Maxillofacial Surgery: 1223S0112X is for the doctor and 204E00000X is for the location.
   -State License Number: Enter the Dental License Number for each state in which the provider holds credentials. This unique state ID may be required for submitting insurance claims or prescription orders. Click Add State License to add an additional state license number.
   Note: If more than one state license exists for the provider, the system chooses which to use based on the practice location for the work.
   -DEA Number: Enter the DEA number and select the US state or territory associated with it. This number is required for the provider to issue prescriptions or administer controlled substances. If needed, click Add DEA Number to add an additional DEA number. 
   -Tax ID Number (TIN): Enter the provider’s individual Tax ID number or the number assigned to the practice location (Administration > Locations > Practice Location Settings > Business section).
   -Dentist License Number: Enter the additional license number for the provider’s specialty (such as Oral Surgery or Anesthesiology), if applicable. This is a required field when the selected role is Doctor. Providers that do not have a separate dentist license number can enter the previously entered state license number.
5. Complete the team member's Personal Information and Contact Information.
6. Under Login Information, enter or edit the team member's email address.  In the User Access field, select Active (default) or Inactive.
   Note: The User Access designation is for access to Sensei Cloud. Select Inactive if this employee does not log in to Sensei Cloud; in other words, a clinical provider who does not document patient care in the software. The team member can still be assigned patients, production, claims, and so forth, but cannot log in and needs no user license. 
7. Under Employment:
   - Select Active (default) or Inactive.
   - Select Salaried or Hourly.
   
   Note: Selecting Hourly prompts the user to clock-in upon logging into the system, and Sensei Cloud  tracks working hours based on clock-in and clock-out actions. Selecting Salaried disables the clock-in/clock-out functionality, and working hours are not tracked.
   
   Note: The Hire Date defaults to the current date, but you can select a retroactive date if needed.
8. Click Save Team Member.

Note: When you designate an employee as Inactive, any existing records, such as appointments, posted charges, or notes, and so forth, are maintained.

Note:  Select Display required field only if you want to enter only the required information at this time.