How to add and edit Office staff profiles in ClinicSense

Give access to your office managers, accountants, or any other non-practitioners with Office staff profiles. Doing so allows them to schedule services, complete invoices, and much more. This guide explains how.

Contents

• Video guide
• Adding Office staff
• Editing Office staff

Video guide

This video demonstrates how to add and edit office staff profiles.

Adding office staff

To add office staff to your practice:

1. Click on Setup
2. Then click on Office Staff
   
3. Click on the Add Office Staff button
   

4. Enter their name and email, then click Save
   

Editing Office staff

To edit Office staff profiles:

1. From the Office Staff page, choose the practitioner from the dropdown.
2. Edit any appropriate fields

   

3. If applicable, click the Change Permissions button to adjust access levels
4. When done, click the Save button