Documentation on staff in Procentive?

Jonathan Beulke 7 years ago in Staff Module updated by crystalp 7 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!

I am not an expert, but I don't think there is capability for that within Procentive. Am I wrong anyone?


I would say it is probably not ideal. It is hard enough to manage permissions only considering client data. You definitely do not want staff seeing others tax docs, or other HR items. If someone on our HR team suggested it I would steer them elsewhere. Just one opinion.

We put some documents in the Documents Module > Staff. Things more related to credentialing and training certificates.