Employee and Clinician Account Setup

CliniConnects supports internal account and profile management for both employees and clinicians through separate management sections in the platform. Authorized users can create, update, and maintain these records based on role permissions and operational responsibilities.

This setup is important because different users in CliniConnects require different profile information and different levels of access. Employee records are managed with assigned roles, while clinician records include additional operational details such as credentials, service areas, schedules, restrictions, and patient-related settings.

Purpose of Employee and Clinician Account Setup

CliniConnects supports structured account and profile management so authorized users can:

• Manage employee profiles and assigned roles

• Create and maintain clinician profiles

• Update profile and account-related information

• Support internal onboarding and access control

• Keep staff and clinician records aligned with operational needs

Core Capabilities

1. Employee Profile and Role Management

The Employees Section allows authorized users to manage employee profiles and roles. The platform also supports importing spreadsheet data to upload and update employee records.

2. Clinician Profile Management

The Clinicians Section allows authorized users to create and manage clinician profiles and settings.

3. Clinician Operational Record Maintenance

Clinician records can include credential documents, linked clinicians, restricted assignments, inactivity settings, visit types, patient requests, calendars, schedules, and logs.

4. Account-Related Support

CliniConnects includes authentication and profile management functions such as login, forgot password, email verification, password change, and profile-related maintenance. These support account access and recovery for users in the platform.

5. Role-Based Access

Employee and clinician access is structured by role so users only access the modules and functions appropriate to their responsibilities.

Who Should Use This Feature?

This feature is intended for authorized internal users responsible for onboarding and account administration.

1. Super Admins

Super Admins can oversee employee and clinician setup as part of broader platform administration.

2. Admins

Admins can manage employee and clinician records, including profile-related and operational settings where permitted.

3. Assigning Managers

Assigning Managers are explicitly included in the Employees Section access scope and may participate in employee record management where permitted.

How Employee and Clinician Account Setup Works

CliniConnects manages employee and clinician setup through separate Employees and Clinicians sections.

• The Employees Section is used to manage employee profiles and assigned roles.

• The Clinicians Section is used to create and maintain clinician profiles and related settings.

• Authentication and profile-related support functions, such as password recovery and profile maintenance, are handled through the platform’s login, forgot password, and profile management features.

Best Practices

• Create and maintain records only for authorized internal users.

• Use the Employees section for employee profiles and roles.

• Use the Clinicians section for clinician-specific setup and maintenance.

• Keep employee and clinician information updated so access and operational settings remain accurate. This is a practical recommendation supported by the profile and role-management functions in the SRS.

• Use password recovery functions instead of creating duplicate records when account access issues occur. This is a practical recommendation based on the forgot password functionality.