Edit User Profile Settings (Admin)
Once a user profile is created for a staff member, additional settings can be configured for their profile in More > Admin > Staff > Users.
Select the user from the Staff grid to open their profile. In the Info and Settings tabs, you can edit details entered when you first created the user profile and manage additional options.
Additional User Profile Settings
Info Tab | |
Field | Description |
Short Bio | Enter a brief sentence or two about the veterinarian/provider. |
Profile Picture | Upload a photo of the staff member. |
Electronic Signature (recommended) | This setting is recommended for veterinarians/providers. The user’s electronic signature file is used to sign attestations. We recommended capturing the signature on a touchscreen device, then saving the image as a .PNG file with a blank white background. |
Settings Tab | |
Field | Description |
Departments | Assign the staff member to one or more departments. They will be limited to seeing only appointments for the selected department(s) in Schedule and Flow. If the staff member should see activity for all departments, leave this field blank. Note: Departments are created and managed in More > Admin > Locations. |
Payroll ID | Used for reporting through the Vetspire API. |
Vetsource PIN | This is for practices integrated with Vetsource Home Delivery. |
Scheduling Constraints | Scheduling constraints are enforced when scheduling appointments from encounters, from Patient Chart, and through the Online Booking widget. Scheduling constraints may be overridden when scheduling an appointment from Schedule. Select one or multiple of the following options:
|
Commission Percentages | Used to report DVM commissions in Financials > Reporting > Sales > Sales Commissions. |
Daily Surgery Limit | The maximum number of surgery appointments that can be scheduled per day for the provider. |
Position | Determines the order in which the provider’s column displays on Schedule. 1 (one) = farthest to the left. |
Appt. Type Limits | Enable specific appointment types that can be scheduled for this provider. |
Is Active? | Set to No to deactivate the user profile. |
View User Profile Changelog
At the bottom of the user’s profile in the Settings tab, select Show Current Events to view a history of changes to the user’s profile, the date of the change, and the user who completed the change.