Setting Up A New Practitioner

Utilities -> Practitioners -> New Practitioner Wizard

1. Select Prac Type.
2. If prac type is not in the drop down menu click [Add New Types].
3. Click [Next] and enter rest of setup, click [Finish] when complete.

Utilities -> Practitioners -> Setup Wizard

EACH section of the Practitioner Setup Wizard needs to be completed, click [Next] between each screen & [Finish] before moving on to next section. Tip! It's always good to look at the setup of other practitioners (same prac type) when adding a new one to assist in areas you're not sure of.

Work Schedule

1. Click [Add] to enter start date, must always be a Sunday.
2. Click [Add] to launch "Add Work Time screen".
3. Click day/s of the week you wish to create schedule for. Tip! If practitioner works the same hours several days in a week click ALL days to program in one step.
4. Enter hours & break times.
5. Enter online booking hours. Tip! Use [Copy Times from Above] if OB hours are the same as the practitioners work schedule. 
6. Click [Save].
7. Click [Next] and process through wizard.
For further information on setting up practitioner work schedules click here: Changing a Practitioner Work Schedule
For further information on online booking setup click here: Online Booking Step 2

Schedule Layout

Tip! For ANY practitioner that will only have 1 column SKIP THIS STEP!  

Tip! The period start date MUST always coincide with a schedule start date.
1. Click [Backgrnd Color] or [Font Color] to change schedule colors if applicable.
2. Click [Add] to launch "Add New Sched Layout" screen.
3. Enter required information.
4. Click [Save].
5. Click [Next] and process through wizard.

Holiday Hours

1. Click [Add] to launch "Add Holiday Hours Screen".
2. Enter date/time/reason, click [Save].
3. Click [Next] and process through wizard.
Tip! On the main screen you can click [Add Holiday Hours for All Pracs] in cases where the entire office is closed.

Appointment Times

If you want to color code your practitioner schedule, email support to schedule a time to go through this. :)

No Show Billing Rules

1. Enter send to no show and billing information.
2. Click [Next] and process through wizard.
Tip! Check out the setup of another practitioner to assist in this screen.

Payor Reference Numbers

1. Enter registration number.
2. Click [Use RegNum] for 3rd parties you will be billing for this practitioner.
3. Click [Next] and process through wizard.

Billing Setup

1. Enter billing details.
2. Click [Next] and process through wizard.
Tip! Check out the setup of another practitioner to assist in this screen.

Business Entity Tax Setup

1. Enter GST/Tax number.
2. Click [Next] and process through wizard.
Tip! Check out the setup of another practitioner to assist in this screen.

Business Entity "Make Cheques Payable To" Setup

1. Enter "Make Cheques Payable To'.
2. Click [Next] and process through wizard.
Tip! Check out the setup of another practitioner to assist in this screen.

Practitioner Sort Order

1. Enter numerical value to sort, leaving all the same will sort alphabetically.
2. Click [Next] and process through wizard.

Practitioner SOAP Setup *Paperless offices only*

1. Enter practitioners preferences for pop ups & schedule layout.
2. Click [Next] and process through wizard.

To learn how to email practitioner schedules with EOD click here: Start/End of Day Setup (SOD/EOD).


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