Professional

Practitioners

This module allows you to manage the healthcare professionals (doctors, nurses, therapists, etc.) who work at your facility. It links a person's basic profile to their professional medical credentials, allowing them to be assigned to appointments, write prescriptions, and authorize medical documents.

When Do I Use This?

• When hiring or onboarding a new doctor or nurse to the clinic.
• When updating a provider's medical license number or specialty.
• When updating the digital signature that appears on a doctor's printed documents.
• When deactivating a provider who no longer works at your facility.

How To Use

Adding a New Practitioner

1. Navigate to the Professionals or Practitioners section from the main menu.
2. Click the + New button.
3. Select the Party (the person's profile). Note: The person must already be added to the system as a Party/Person.
4. Select their medical Speciality from the drop-down list.
5. Enter their License No and HPI (Health Provider Index).
6. Add their Signature text or notes in the text box provided.
7. Ensure the Active box is checked so they can be scheduled for appointments.
8. Click Save.

Deactivating a Practitioner

If a doctor or nurse leaves your facility, you should deactivate them rather than delete them. This keeps their past medical records intact.

1. Open the practitioner's record.
2. Uncheck the Active box.
3. Click Save.

Field Descriptions