How to Edit a Practitioner
Why Use This Function:
Keeping a Practitioner's details up to date is important because it ensures accurate record-keeping, effective communication, and well-organised administrative processes. Outdated information can lead to billing errors, miscommunication, and compliance issues. By regularly updating these details, the Practice can maintain efficiency, provide better Patient care, and meet legal requirements.- This user manual will start on the Configuration screen.
- For a comprehensive explanation of the Configuration Segment, please refer to the user manual: Configuration Segment.
- Click on the Practitioner Setup tab.
- The Practitioner List screen will open.
- For an extensive explanation of the Practioner Setup screen, please refer to the user manual: Practitioner Setup: Navigation and Use.
- Double-click on the desired Practitioner.
- The Add/Update Practitioner screen will open.
💡Please Note: A Warning will appear to advise that changing the details of the Practitioner will update their information of all the Practitioner Types the Practitioner is linked to.
- For an extensive explanation of each field on the Add/Update Practitioner screen, please refer to the user manual: How to Add a New Practitioner.
- Make the desired changes as needed to update the current information on the selected Practitioner.
- Click on the Save button to save all the changes that have been made.
Last modified: Thursday, 13 February 2025, 3:30 PM