Diary Administration to Communication (Web App)

Why Use This Function:

Adding or Editing a Multi-Disciplinary Practitioner Role allows you to accurately assign and update Practitioners’ roles within the Practice. By adding new roles or modifying existing ones, you can maintain compliance, improve workflow efficiency, and accommodate Practitioners working across multiple disciplines.

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

• For an extensive explanation of the Practioner Setup screen, please refer to the user manual: How to Use the Practitioner Setup.
  
  
• Click on the Multi Disciplinary Practitioner Role sub-tab.

• The Multi Disciplinary Practitioner Role screen will open.

• For an extensive explanation of the Multi-Disciplinary Practitioner Role screen, please refer to the user manual: Multi Disciplinary Practitioner Role Screen: Navigation and Use.
  
  
• Click on the Add New button.

• The Add/Edit Practitioner Role popup screen will appear.

• Click on the Description field and enter the Practitioner Role you wish to create.

• Tick the Inactive checkbox if you do not want to make the Practitioner role active.

• Click on the Save button.

• The Added Practitioner Role will now display on the Multi-Disciplinary Practitioner Role screen.

• For more information on how to add Multi-Disciplinary Practitioner Roles to a Clinical Case, please refer to the user manual: Clinical Screen Sidebar: How to Add a New Case.