How to add doctors and staff members

Add doctors and staff members

Setting up your team lets you add doctors and staff members who need access to your practice management account. Assigning the appropriate roles helps ensure that each user can perform the clinical and administrative tasks relevant to their responsibilities, such as managing appointments, patient records, and clinic operations.

Who are the doctors?

Enter the details of each doctor.

First name: Enter the first name.
Last name: Enter the last name.
Email address: Enter the doctor's email address to send invitation.

Notes

Note: Click +Add doctor to add additional doctor profiles.

Click Save and continue

Notes

Note: Verify the details. If necessary, click the <edit icon> to modify them, then click Save & Continue.

Other staff

Add the details of your clinic staff.

Enter the following details

First name: Enter the first name.
Last name: Enter the last name.
Role: Choose their role from the drop-down.
Email: Enter the email address.

Click Save & continue after entering these details.