Editing a Staff Member's Assisted Offices

Referral access is controlled by office affiliations. This means that if you have a staff person set up to view and create referrals on behalf of one provider or office, but another staff person does not have that same office listed, then the second staff person won't be able to view the same referrals. 

Oftentimes, if a staff person can't find a referral, it's because their account provisioning needs to be updated. Similarly, when a new staff person joins your office, you must set up and provision their par8o account in order to give them access to create/view referrals for a particular office or provider.

Note: Only users with client admin accounts or office staff accounts that include additional permissions to ‘Office Admin’ can edit staff members' assisted offices.

How to Edit Assisted Offices

1. Click Manage Staff.
2. Search for the staff member you'd like to update
3. Click the gear button.
4. Choose Edit Assisted Offices.

   

   • If you have another staff person that you'd like to copy access information from, use the Copy Affiliations from another user box to search for the existing staff person, and then click Copy.
     • Note: This action will only add affiliations and not remove existing affiliations.
   • Add offices to the staff person's profile by searching for the provider or office and clicking on the office to add it to their profile.
5. Click Save.