NI Tools Quick Guide
NI Tools Portal: https://apps.uth.edu/nitools/
| Request Type | Purpose | Notes |
|---|---|---|
| New Personnel | Add new individuals to New Innovations. | Enter in NI (Personnel → Add New Person) first. Faculty – Institution email, DOB, NPI, UUID Staff – Institution email, DOB, UUID |
| Rotation Requests (Add or Archive) | Schedule residents/fellows for all days each month. Includes billing. Rotations may be shared across programs. | Must reflect training site for the period. Billing can be overridden. |
| Assignment/Continuity Clinic Requests (Add or Archive) | Schedule short periods (half/full days) outside the main rotation. Includes sick/vacation. | Overrides rotation billing. Program-specific, cannot be shared across departments. Billing cannot be overridden. |
| Prior Month Rotation/Bill-To (Changes) | Correct or change past rotations or billing. | Used for retroactive adjustments. |
| Chartfield String (CFS) (Add or Archive) | Add or archive a CFS in NI. | Maintains accurate billing setup. |