Staff & Worker Profiles3 min read
AdminManager / Coordinator

How do I add a new clinician or healthcare worker?

Add nurses, physicians, aides, and therapists to your agency with clinical roles, hourly compensation rates, and facility assignments.

YourMedSoft · Staff & Worker Profiles
How do I add a new clinician or healthcare worker?

What You Need Before Starting

  • Basic worker details (Full Name, Email, Phone, Clinical License).

Step-by-Step Instructions

1

Launch the Add Staff Modal

From your main Operations Dashboard, click the "+ Add Staff" quick action button in the header.

UI: Button: Add Staff
Step 1 Preview
Add Staff Member modal with personal info, license classification, and compensation fields.

Add Staff Member modal with personal info, license classification, and compensation fields.

2

Enter Personal Information

Fill in the worker’s Full Name, Email Address, and Phone Number.

3

Assign Clinical Role & Employment Type

Select their Role (RN, CNA, LPN, NP, MD), Employment Type (Full-time, Part-time, Contract, Per Diem, Travel), Specialty (e.g., ICU), and Department.

4

Select Primary Facility

Choose the primary hospital or clinic facility where this clinician will primarily be stationed.

5

Set Compensation Rates

Enter the Base Pay Rate ($/hr) and select the Overtime Multiplier (1.0x straight time, 1.5x standard OT, or 2.0x double time).

6

Submit Profile

Click "Add Staff Member". The clinician is instantly created and appears on scheduling calendars and payroll calculations.

UI: Button: Add Staff Member

Pro-Tips & Best Practices

  • Entering an accurate email address allows you to invite the clinician to the mobile portal to view shifts and clock in.

Frequently Asked Questions & Troubleshooting

Can I add workers who work across multiple specialties?

Yes. You can assign a primary specialty upon creation and schedule them across other units in the scheduling calendar.

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