Practitioner Setup: Navigation and Use

Why Use This Function:

The Practitioner Setup List serves as a central point for managing Practitioners involved in the Practice's daily operations. It allows you to add new Practitioners and update existing details to ensure accurate and up-to-date information. Additionally, you can configure Multi-Disciplinary Practitioner Roles for Practitioners who perform multiple functions within the Practice, ensuring efficient role management.

The Contents of This User Manual:

  • Practitioner List
  • Multi-Disciplinary Practitioner Role


  • This user manual will start on the Practitioner Setup tab.


    • For more information on how to navigate to the Practitioner Setup tab, please refer to the user manual: Configuration Segment.


Practitioner List

The Practitioners List is a general list of all Practitioners registered in the system. It includes all medical professionals linked to the Practice, regardless of their specific roles or disciplines.



Multi-Disciplinary Practitioner Role

Allows a Practitioner to be assigned multiple roles in different cases. For example, a Practitioner who works as both a General Practitioner and a Specialist can have multiple roles within the specific Medical Case.

  • Click on the Multi-Disciplinary Practitioner Role subtab. 


  • The Multi Disciplinary Practitioner Role screen will open.


Last modified: Tuesday, 18 March 2025, 11:09 AM