Manage the Provider Professions List


All Providers can be setup under different job role Positions. i.e: Dentist, Hygienist, etc. This is for reporting and security purposes.

  1. Go to Location Management > Providers tab

  2. Operations menu > Professions List

  3. Click Add to add a new profession to the list

  4. Place a tick in Show in Accounts if the Provider is to appear in invoices

  5. Click OK

Allocate the position to a Provider

  1. Go to Location Management > Providers

  2. Select the Provider

  3. Select the Profession from the Position drop list

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