tracking staff member's access to documents

Erin Anderson 3 months ago in Staff Module updated by Laura Anderson 3 months ago 1

I am required to review progress notes on a daily basis for auditing.  My supervisor is questioning whether or not I am completing this task on a daily basis.  I would like to be able to show evidence of a log that lists the documents that I accessed on specific days.  Right now, I only know that this can be done by opening each document individually and clicking the "log" link at the bottom of the pop-up window.  Is there any way to run a report instead?


Hi Michael,

A champion will have the permission to access a staff profile, and change a password.

Simply open the staff profile, clear out the password section, enter a new temporary password and change the toggle for “change password on next log in” to yes. 
Save the staff profile and give the staff the temporary password. Next time they log in they will then be prompted to change their password. 

Thank you, 

Amanda Kaufmann 

Customer Success Manager 


Outsourcing Credentialing

sadie.twite 1 year ago in Staff Module updated by anonymous 1 year ago 4

Looking for recommendations on credentialing services that your organization currently works with.


Forcasting tab under Staff

KELLY PERFETTI 2 years ago in Staff Module 0

Does anyone use the Forcasting Tab Under Staff?  I am not seeing anywhere on how to use this tab.  Any help would be helpful?


Revisiting adding new, already credentialed staff to your agency

Luke 2 years ago in Staff Module updated by Susan Davis LICSW 12 months ago 8

I am wondering if there is any new info or ways agencies are able to start billing for professional staff being added to their agency. From what I have read we should not be having a fully licensed staff billing under another professionals license as they wait to be added as it may be fraudulent. I am wondering though how agencies deal with that?  We just waited about 6 weeks just to add a licensed staff to our agency with most insurance companies  who was already credentialed . How do agencies deal with this?


New Credentialed Providers

Rochelle Garcia 3 years ago in Staff Module updated by Richard Sethre, Psy.D., L.P. 3 years ago 14


Does anyone know what to do when you have new licensed provider that is not yet credentialed with all the insurance companies your agencies bill for? Do you still bill for those payers with the supervisor? And how do I set that up in Procentive so that staff can bill to some payers but not all? Thanks


Documentation on staff in Procentive?

Jonathan Beulke 3 years ago in Staff Module updated by crystalp 3 years ago 3

Our practice would like to be able to keep documentation on our staff on file in Procentive, but I am not aware of a method to do so. We would like to be able to record notes, staff reviews, tax documents, disciplinary action, etc. within Procentive in a similar manner as we do with our clients. Is this possible?

Thanks in advance!


Random Password Changes

Grant Atwood 4 years ago in Staff Module updated 4 years ago 4

Multiple staff in my agency have had their passwords change inexplicably this week, myself included. Is this due to the intermittent outages with Procentive we've been experiencing lately?


How are agencies using the certifications tab in the staff module?

Kim Ross 5 years ago in Staff Module updated 5 years ago 2
I'd like to know how this feature is being used. Is it used for tracking credentialling expirations in connection with workflow? Other?


jmorales 5 years ago in Staff Module updated by Kay Defries 5 years ago 11

Who does the credentialing of the therapist for your agency?