Purpose

To orient you to the area of the ePM HR Module that allows you to manage the organization of your office's departments, and the designations assigned to your staff.

 

Important Note

Please note that you will come back to this screen later in the setup process to assign staff as department leads. We strongly recommend that you set up the office's department organization prior to setting up your staff in the system.

 

Viewing Your Departments

Start at the menu on the left-hand side of the Dashboard. Point your mouse to "HR Management", and then click "Departments".

The departments have been pre-populated with placeholder data that will be applicable to most practices.

The default organization is as follows:

Clinical                                                                                   Office Management

Finance                                                                                  Hygiene

Front Office                                                                            Treatment

Clicking on the name of the department will allow you to see which employees are assigned to that area.

 

Editing Existing Departments

When you scroll your mouse over the name of the department, options to "Edit" or "Delete" will appear below the name.

Clicking "Edit" will open a pop-up window that will allow you to:

  • Change the name of the department.
  • Enter a description of the department.
  • Assign one of your staff members as the Department Lead.
  • Give you the option to reassign the department to be underneath another existing department.

If a department is reassigned to fall under another department, the list will reorganize itself to reflect this change. For example:

If PR & Marketing is reassigned to fall underneath Office Management, the list will reorganize itself to look like this:

After making any edits, be sure to click the blue "Update Department" button in order to save your changes. This will automatically close the edit window.

 

Deleting Departments

If you need to delete a department from your organization, scroll your mouse over the name of the department and click "Delete". A confirmation window will appear to confirm the deletion. You must click the "OK" button to confirm the deletion of the department.

 

Adding New Departments

To add a new department click the "Add New" button in the upper left-hand area of the departments screen. Once the pop-up window appears you can enter a description, assign a department lead, and assign a parent department for the newly created department to be nested underneath. If you are creating a new department that will not exist under an existing department, then do not select a department from this dropdown menu.

Once you have entered the information, be sure to click the blue "Create Department" button in order to save your new department. You can always go back and make changes later.

 

Viewing Your Designations

Start at the menu on the left-hand side of the Dashboard, point your mouse to "HR Management", and then click "Designations".

The Designations have been pre-populated with placeholder data that will be applicable to most practices.

The default designations are as follows:

  • Doctor
  • Hygienist
  • Implant Coordinator
  • Treatment Coordinator
  • Surgical Assistant
  • Chairside Assistant
  • Office Manager
  • Finance (Billing & Insurance)
  • Reception

By clicking on a specific designation, you can see what employees have been assigned that job title.

 

Editing Existing Designations

When you put your mouse over the name of the designation, options to "Edit" or "Delete" that designation will appear below the name. Clicking "Edit" will allow you to change the name of the designation, and enter a description of that job title for your office.

After making changes, be sure to click the blue "Update Designation" button in order to save your changes. This will automatically close the edit window.

 

Deleting Designations

If you need to delete a designation, scroll your mouse over the designation and click "Delete". A confirmation window will appear to confirm the deletion. You must click the "OK" button to confirm the deletion of the designation.

 

Adding New Designations

You can add a new Designation by clicking the "Add New" button in the upper left-hand area of the designations screen. A pop-up window will appear where you can create a new designation and enter a description.

Once you have entered the information, be sure to click the blue "Create Designation" button in order to save your new designation. You can always go back and make changes later.