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:
- Click Setup, then Practitioners
- Click Add Practitioner
- Enter their First Name and Last Name
-
Check the Add practitioner for... box
- Click Save
Editing Practitioners
To edit a practitioner:
- On the Practitioners page, select your practitioner from the dropdown
- Use the About, Hours, Services, Online scheduling, and Account tabs to adjust the practitioner's settings
- When done, click the Save button