About - Enter in each of the practitioners that work at your clinic. The license number and Tax/Other IDs will be on your printed (or emailed) invoices. The license number will be included on printed SOAP notes.
Hours – Indicate the hours that the practitioner works.
Services – Check off which services the practitioner offers. This tab will be blank until you’ve created services. If a practitioner works different hours each week, please refer to how to change hours on specific days.
Signature – The practitioner will be able to add a digital signature here. The signature can be included on invoices. We recommend adding the signature on a tablet (signing with your finger is easier than signing with a mouse).
Account – If you are adding yourself as a practitioner, select the option This is me. If you are adding another practitioner, and you don’t want to allow them access to ClinicSense, select Do not allow practitioner to login.
If you are adding another practitioner, and you do want to allow them access to ClinicSense, select Allow practitioner to login. Then enter the email address they’ll use to login and once you save the practitioner, we’ll email them an invitation to create a password. This means each practitioner has his or her own login and you should not share your login information with anyone else.
You will also have the opportunity to set permissions for each practitioner. For example, you may not want them to be able to edit your account settings or view financial reports. You can make the practitioner an Account Admin, which will grant them permission to do everything. Account Admins are the only people that can add new practitioners or receptionists to your ClinicSense account.
Removing a practitioner
Upon removing a practitioner, all of their past and future appointments will remain on the calendar. (We keep the future ones on there too just in case you forgot to reschedule an appointment with a different practitioner). All of their SOAP notes will remain on the account, and they will still appear on your reports if they provided a service in your selected date range.