If you are adding a new provider in your clinic, please follow the steps below to ensure you don't forget anything for a seamless addition!
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Add Them as a New User
1. First, you will want to add them as a user in the system. Navigate to Settings Wheel in the top right, Teammates on the left, Users, then select Create User.
2. Be sure to select their role, the clinics they will be working at and their default clinic.
3. If your provider needs to send charts to your Medical Director, be sure to toggle yes for "MD Consent Required".
If you are online booking, be sure to toggle yes "Is available for Online Booking for Customers" and complete the Display Name and Bio below.
Don't forget to Save at the bottom when complete! For a full step by step guide for adding a new user, please see our article here.
Tip: Your User Must Accept their email Invite before you create a schedule for them!
You can also Manage their Privileges! Check out this article for the full step by step instructions.
Add the Services They Provide
4. In the Appointments Tab, select the wrench icon, then Smart Configuration.
5. Find your new provider in the list and select "Edit".
6. Here, you can select what services the provider can offer in bulk. Just be sure to save at the bottom right when done!
For a full step by step guide for managing services in AR, please check out our article here.
Add A Schedule
Reminder: Your User Must Accept their Invite before you create a schedule for them!
7. Now, we need to add a schedule for your new provider! Select their name from the providers list.
8. Now, add their schedule per each clinic!
For a full step by step guide on managing providers schedules, please see our article here.
9. Finally, if your provider needs some training, they can join our Core 4 Learning Modules HERE!
We also recommend having your new Providers go through the articles on Charting and Documentation, in addition to their Core 4 Learning above. You can quickly locate those articles through this link.