Staff and Client Setup Guide

This section covers the essential processes for setting up and managing staff members and clients in your Cognix Health practice. We'll guide you through the key aspects of user management, ensuring your practice runs smoothly and securely.

What's Covered

Staff Management

Learn how to set up and manage your practice staff, including:

• Adding staff members and configuring roles
• Provider credentials and specializations
• Staff onboarding and training
• Access control and permissions

Learn more about Staff Management →

Client Management

Discover how to effectively manage your clients, including:

• Client registration and profile setup
• Insurance and billing configuration
• Client portal access
• Communication preferences

Learn more about Client Management →

Key Benefits

• Streamlined Operations: Efficient staff and client management
• HIPAA Compliance: Built-in security and privacy measures
• Enhanced Communication: Integrated messaging and notification systems
• Better Organization: Centralized management of all user data

Getting Started

1. Begin with Staff Setup to configure your practice team
2. Proceed to Client Setup to start managing your client base
3. Review best practices for ongoing management

Choose a section above to dive into the detailed documentation for each aspect of user management in Cognix Health.