Add or Update Your Registration Number/ Professional ID

Include your registration number on your invoices to ensure all professional credentials are accurately reflected.

Adding or Updating Your Registration Number/Professional ID

Follow these steps to add or update your registration number to the invoices generated by your account.

1. To add a license number, log in as the Practitioner whose license it is:

2. Click your photo or initials in the top-right corner.

3. Select Profile.

4. Click Practitioner.

5. Click Add New Professional ID.

6. Enter a label, such as “License Number,” and enter the number.

7. Click Save.

Once completed, your registration number/Professional ID will appear on all generated invoices and finalized notes.

Removing Your Registration Number/Professional ID

Follow these steps to remove the registration number from the invoices generated by your account.

1. To remove a license number, log in as the Practitioner whose license it is:

2. Click your photo or initials in the top-right corner.

3. Select Profile.

4. Click Practitioner.

5. Click the three dots next to the Professional ID

6. Click Delete.

7. A confirmation message will show: "Are you sure you would like to delete this professional ID number?"

8. Click Delete.