Managing a Practitioner/ Assistant Account as an Admin

An administrator can add, disable or delete a practitioner and set permission

Practitioner Permissions:

1. Click on the Gear icon (top right)
2. Under the General heading click on Practitioners
3. To set Permissions click on the Name of the Practitioner 

Assistant Permissions:

•  Edit client details
• View client email address
• View client phone number
• Manage practitioner's calendars
• View clinic reports
• Allow access to billing activity

1. Click on the Gear icon (top right)
2. Under the General heading click on Assistants
3. To set Permissions click on the Name of the Practitioner