Practice Management
Staff Accounts
Offboarding Staff
First, go to the Tasks Tab and verify that any tasks that were assigned to the employee have moved ownership to another active employee (or task group box that is monitored)
If your practice uses an authentication platform to login to Carby OS EHR:
Notify your IT team to remove the EHR-Doctors groups from the employee's profile
If your practice uses email, password, and SMS 2-factor authentication to login to Carby OS EHR:
Disable the staff account
- Go to Staff settings
- Search for the employee and click into their account
- Scroll to the Provider Profile section
- Find "Disabled" and toggle to TRUE (the toggle will turn Green)
- Click Save in the top right corner
Submit a support ticket to Carbon Support Team and we will mark the staff account as inactive, which will remove the account from being visible in the EHR — this step is especially important because as long as the staff account remains visible, the following can happen:
- Other staff can assign tasks to that account (that can go unnoticed)
- Automated tasks would get assigned
- Other staff can tag that staff account in messages
- Other staff could go in and mark the account as enabled which would allow the departed employee to log in again
Practice Settings
Guide to Updating Practice Settings
1. Access Practice Settings
- Click the settings icon on the left navigation bar.
- Select 'Practice Settings' from the menu.
2. Update Address and Contact Information
- In the Practice Settings, you can update the following:
- Physical billing address
- P.O. box address
- Contact email for your practice
- Phone number associated with your practice
- Fax number for your practice
3. Adjust Medical Group Information
- Make adjustments to the billing name for your medical group.
- Update the NPI (National Provider Identifier) for your practice.
4. Update Location-Specific Phone Numbers
- To change phone numbers for specific locations:
- Navigate to the 'Locations' section in settings.
- Click into the specific location you want to update.
- Set the desired phone number or fax number for that location.
5. Modify Billing Settings
- For updates related to billing settings:
- Go to the 'Payment and Billing' section.
- Update the tax ID for your practice.
- Adjust fee schedules as necessary.