How to add and edit Practitioner profiles

Guide

  1. Go to Setup, then Practitioners
  2. Optionally, click Add Practitioner and enter their name
  3. Under Select Practitioner, pick the practitioner
  4. Make any necessary adjustments, then click Save at bottom right

Notes

  • The About tab controls demographic information about the practitioner, including their photo name, credentials, tax identifier, and signature
  • The Hours tab controls the practitioner's work schedule, including split schedules
  • The Services tab controls which appointments types clients can book with the practitioner
  • The Online Scheduling tab controls if and how clients can book with the practitioner
  • The Account tab controls if the practitioner can log in to ClinicSense and what their access permissions

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