All Providers can be setup under different job role Positions. i.e: Dentist, Hygienist, etc. This is for reporting and security purposes.
-
Go to Location Management > Providers tab
-
Operations menu > Professions List
-
Click Add to add a new profession to the list
-
Place a tick in Show in Accounts if the Provider is to appear in invoices
-
Click OK
Allocate the position to a Provider
-
Go to Location Management > Providers
-
Select the Provider
-
Select the Profession from the Position drop list
Comments
Article is closed for comments.