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# How to add a New Staff

A staff can be added only via an Admin Account Clinicea.  
_For Example: Let us assume, You have 2 Clinics, called Skin Clinic #1 and Skin Clinic # 2. You have recently recruited a Dermatologist for your Clinic – Skin Clinic # 1. You now want to add the Dermatologist as a staff on your Clinicea account._

Let us have a look at how to add a new Staff:

**1.** Go to **Tools**| **Staff** | click on **+ New Staff**

![](https://storage.crisp.chat/users/helpdesk/website/26c337b2c695da00/e93ac977-ef2c-47c6-a2af-97e8da_1f1e1cv.png)

**2.** A **Staff Details** window will open.

![](https://storage.crisp.chat/users/helpdesk/website/e5d06b35294f5800/378ae8c7-d754-41cf-8240-8674c5_t19z08.png)

*   Type in the **Staff Name.**
    
*   You can setup if the staff will take in appointments from Patients by using the **Yes/No** toggle switch_._ By default, if you put **Dr.** in the staff name, **Takes Appointment** is switched to **Yes.**
    
*   Next, add the **Specialization** from the drop-down menu as _Dermatologist._
    
*   You can then add the **Qualification** and **Registration Number**.
    
*   Scrolling down, you can also add **Staff Bio.** This is what the visitors of your Online Appointment Booking Page gets to see.
    

**3.** Next is the most important part of new Staff Creation, **Security and Access.**

*   Assign a **Role** – this defines the permissions a Staff will have in Clinicea.
    
*   You also need to select the **Belongs to Organization**. This is the default Organization this staff belongs to. Each time the staff logs in, he will be by default logged into this Clinic.
    
*   If you have a Clinic Chain and want to give access to a Staff to multiple Clinics in your group, you can do so by populating **“Select which other Organization this Staff can work in”. In case the Staff is a manager and needs to overseas a group of clinics, then assign him right to a “Circle”.**
    

![](https://storage.crisp.chat/users/helpdesk/website/e6b27fed62c13800/ae95f429-4c3b-494e-97ce-06982a_1u86nwg.png)

**4.** Once saved, you are directed back to the Staff List Page. Now click the name of the staff just created and the Staff Details page opens. Scroll Down and you will see **Preferences** appearing now.

You can opt to modify **Regional Settings**, but it is generally not required.

![](https://storage.crisp.chat/users/helpdesk/website/94058adeb44a6800/9dec883a-bb64-4ebc-97be-d11563_qy9732.png)

**5**. In the **Regional Settings** window, you can setup your **Timezone**, **Preferred Language** and the **Date** and **Time** format. Once you have entered the details, click Save.

![](https://storage.crisp.chat/users/helpdesk/website/50940135b535340/b3362764-77ef-40c4-9daa-b93196_ieryje.png)

  
**6.** Next click on **Roster Settings** under Preferences. A Roster window will open for the Staff Member created earlier.

You can enter the days on which the staff is available at a particular clinic and set the staff available time also. Break timings can also be set. The timings can be set for the staff in **15-minute intervals**. This roster can be set for a single **Week** or **Fortnightly**. Click **Save** and the roster is set. This will help in creating appointments based on the staff member’s availability.

![](https://storage.crisp.chat/users/helpdesk/website/a8aa931e1a896800/cca3b294-d461-468d-a1c3-13c606_18vjnie.png)

**7.** The last set is **My Preferences**. Click on it to open and let us see what you can set up here.

*   **Start-Up Page** helps in setting up which page should open in Clinicea immediately after the Staff **Signs In**. _Example: A Receptionist would like the **Calendar** page, an Accountant to **Financials**, Manager to **Reporting** and so on_.
    
*   **Scheduler | Appointment Duration** is used to set the default duration of an appointment if no service is selected in the appointment.
    
*   **Scheduler | Enable Online Booking** is switched on for those Practitioners who want to take on bookings online too.
    
*   **Favorite Billing Service** is the default service that gets billed each time you open a new bill.
    
*   **Appointment View** can be set up by to be Day View or Week View.
    
*   **Appointment Waiting Sort** is useful for Receptionists. You can manage Patient waiting queues by setting the default to either Arrange the calendar by patient’s Appointment Time or Arrival time. This helps you in prioritizing your appointments.
    
*   **Medical | Staff Default Casesheet:** This will be the default case sheet that will come up when you open a Patient from the Patient List.
    
*   **Display Immunisation in Medical Summary:** A staff member can choose if the Immunization Section should be displayed in the Patient’s Medical Summary. This can be switched On/Off using the toggle switch. This is useful to be switched on for a Pediatrician or for a GP who wants to track immunizations.
    
*   **API & Sync Calendar** will provide you with a link that you can use to sync your personal calendar with Clinicea. This can be your Google Calendar, iCloud Calendar or Microsoft Outlook. It uses the **API Key** listed above.
    
*   **Notification** lets you decide if you want to hear a chime and see a popup when Clinicea has something important to inform you _ex: when you patient arrives in the waiting area, a notification will inform you on your screen._
    

Once all this is entered, click Save. This will take you back to the Staff Details page. Click Save again to save the Staff.

![](https://storage.crisp.chat/users/helpdesk/website/d96fe8e34e1d1000/49ce0e0b-a7e3-45b5-8d6e-1eb2fa_s2lhjz.png)