Entering Staff Address and Phone Information

To add or edit a staff's address/phone contact information, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Staff Manager under Staff.
2. Do one of the following to open the staff profile: 
• Add new staff. See Adding a Staff Profile for more information.
• Edit existing staff. See Editing Staff Profiles for more information.
• Create a new template. See Adding a Staff Template for more information.
• Edit an existing template. See Editing and Deleting a Staff Template for more information.
3. Click Address/Phone on the navigation panel.
4. Enter information for the required area settings. Explain the components of the window.

Component	Description
Addresses	Click at the top of the Addresses group and select an address type (for example, Business or Home). Click to open the Check Address window and enter or change address information for the type selected. You can set multiple address types. A check mark displays next to the types that are in use.
Addresses - Primary	Click the Primary button to display and select the primary address from the list of entered address types.
Addresses - Mailing	Click the Mailing button to display and select the mailing address from the list of entered address types.
Phone numbers	Click and select a phone number type. Click to open the Check Phone Number window and enter or change phone information for the type selected. A check mark displays next to the types that are in use. Note: During Practice Migration, a default area code may have been added to the phone number if one did not exist in the previous database.
Phone numbers - Primary	Click the Primary button to display and select the primary phone number from the list of entered phone numbers.
Email addresses	Click to select the email address type, and then enter or change information in the box provided. The email address must contain three parts: the name, the @ symbol, and the domain. For example, first.last@company.com. A check mark displays next to types that are in use. Note: The system email address is not editable on this tab. You must edit the system email on the General tab.
Instant messenger addresses	Click to select the IM address type, and then enter the IM address in the box provided. The IM address must contain three parts: the name, the @ symbol, and the domain. For example, first.last@company.com. A check mark displays next to types that are in use.
Instant messenger addresses - Provider	Click the Provider button to select the provider for each instant messenger address entered.
Emergency contact	Enter the name, relationship, and phone number of the emergency contact for this staff.

5. Do the following to save your changes. If the new staff was assigned access and this is the first time their profile is saved, they will receive an email with their ID and password.

Button	Description
Save	Saves the changes and the window stays open for editing. An error message displays if you click this button before entering all required information.
Save & New	Saves the changes and opens a new window to create a new entry. An error message displays if you click this button before entering all required information. Note: This option is not available in edit mode.
Save & Close	Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
Cancel	Exits the window without saving your changes.

Note: For information about updating multiple selected staff, see Editing Staff Profiles.