Create Employee Profile

Create Employee Profiles in Boost so that the Employee can be scheduled and their sessions can be billed. 

The Employee Profile contains important information that helps the Boost system match Providers with Client based on Services Needed, Compliance Needs 

   📌NOTE: Adding Employee Profiles does not equal user access. If the Employee also needs access to Boost you will need to add them as a User.

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Create Employee

1. Navigate to the Employee Module in the left side menu.
2. Click plus icon.
   
   
   Complete the information on the 3 different tabs in the window that opens.

Enter Basic Employee information Enter Employee Full Name 📌NOTE: The Full Name is the Employee unique identifier.  Enter First and Last Name Select Gender. Set Employee Status. Enter Employee Title. Enter Payroll Number, if applicable. Enter Provider NPI number, if applicable. Enter 000000000 if there is no NPI. This may be necessary for Intake Employees, HR, Billing, etc.
Click Contact and Dates tab and enter optional information: Phone Number Email Birthdate Hire Date
Click Scheduling tab and enter relevant scheduling information. Report Name: Enter name you would like displayed in reporting if different than full name. Schedule Name: Enter name you would like displayed on the schedule if different than full name. Toggle on for Provider if the Employee is providing services in Boost (e.g. your BCBAs, RBTs/BTs, Psychologists, etc.) Toggle on Billable if the Employee who provides services that can also be billed. Set Default Facility for scheduling. Set Preferred Room, if applicable.

6. Click Save button.

The Employee will now display in the Employee Module.

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