How to Add a New Staff Member to Another Branch and Send and Invitation

WalnutEMR allows you to connect multiple clinics under a shared URL and assign staff across locations. Staff maintain a single login and can be granted permission based access to additional branches.

Note: If the staff member is also a provider, please refer to the Provider Invite Guide as their setup involves additional details.

Step 1: Import an Existing Staff Member

1. Go to Branch App.

2. Select Staff tab.

3. Click Add (+) and select Staff from other branches.

4. Choose staff member from dropdown menu, then hit Next.

5. Staff demographic information will auto-fill.

You must add branch specific information manually.

6. Update Staff information, then hit Create.

Step 2: Invite the Staff Member

7. Go to Users App.

8. Click Add (+) and select Staff member.

Verify email is correct before proceeding.

9. Select a Permission Level (e.g., Branch Admin, Reception, etc.).

10. Add a message to invitation email, then hit Send.

Accessing Multiple Clinics

– The staff member uses one login for all shared branches.
– They can switch between locations using the location dropdown.
– Their permissions are specific to each clinic and determine what they can see and do.