How to add and edit Practitioner profiles in ClinicSense

Give access to your practitioners with Practitioner profiles. Doing so allows them to schedule appointments, chart notes, and much more. This guide explains how.


Contents


Video guide

This video shows how to add and edit Practitioner profiles.


Adding Practitioners

To add a practitioner:

  1. Click Setup, then Practitioners
  2. Click Add Practitioner Screen_Shot_2022-09-09_at_12.13.42.png
  3. Enter their First Name and Last Name
  4. Check the Add practitioner for... box

    Add Practitoner Diologue Box.png
  5. Click Save

Editing Practitioners

To edit a practitioner:

  1. On the Practitioners page, select your practitioner from the dropdown
  2. Use the About, Hours, Services, Online scheduling, and Account tabs to adjust the practitioner's settings
  3. When done, click the Save button

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