Skip to main content

Managing a Practitioner/ Assistant Account as an Admin

Ryan
  • Updated

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

Practitioner Permissions:

  • View client email address
  • View client phone number
  • View clinic reports
  • View clinic billing page
  • Manage billing & insurance
  • Manage other's calendars
  • Manage own calendar
  • Visible in Client Portal
  • Allow Online Booking

Log in as the Admin

  1. Click on the Gear icon (top right header)
  2. Click on Base Setup 
  3. Click on Practitioners
  4. Click on the Practitioner's Name to set Permissions 
  5. Click Save

Assistant Permissions:

  • View client email address
  • View client phone number
  • View clinic reports
  • View clinic billing page
  • Manage billing & insurance
  • Manage other's calendars
  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Click on Base Setup 
  4. Click on Practitioners
  5. Click on the Assistant to set Permissions 
  6. Click Save

Related articles

Comments

2 comments

Date Votes
  • Candice Stevenson

    Is there a way to make anyone else an Admin? Or allow an assistant or other practitioner admin abilities? Specifically for the ability to email or print off Financial Details under the Financial Summary Report? They can print and email the summary but do not have access to the same for the Financial Details option. 

    0
  • Ryan

    Candice, yes the Financial Summary Report is available to Assistants and Practitioners if you grant them the "View Clinic Reports" permission.

    0

Please sign in to leave a comment.