Add your doctors

When you need this

You are setting up the clinic, or a new doctor joins. Every doctor who sees patients needs a doctor record: the front desk picks it at check-in, the calendar gives it a column, and its Signs in as link shows the doctor their own patients under My patients on Appointments › Today.

A lab adds doctors here too: the doctors who send it patients.

Steps

Add a doctor:

1. Open Setup in the menu. Under Lists, click Doctors.
2. Click Add Doctor.
3. Fill in First Name, Last Name and Doctor Type. These three are needed: Save stays grey until they're filled in. Doctor Type is Practitioner or Referring.
4. Add what else you have: Email, Phone, Specialty, License Number and Qualifications. Specialty lists the specialties under Setup › Specialties.
5. Under Signs in as, choose the team member who is this doctor. The list shows each person on your team by email, with their role. Leave it on None for a doctor who doesn't sign in.
6. Click Save.

Change a doctor, or link their login later:

1. In the Doctors list, click the three dots on the doctor's row, then Edit. On a phone, tap the doctor.
2. Change what you need. Signs in as links or unlinks their login: choose None to unlink it.
3. Status is Active or Inactive: set Inactive for a doctor who has left.
4. Click Update.

Delete a doctor: click the three dots on their row, then Delete, and confirm with Delete.

Next, set each doctor's weekly hours so they get free slots on the calendar: see Manage the doctors' calendar.

What you should see

• A Success message, and the doctor in the Doctors list with their Specialty, License No. and Status.
• A doctor linked under Signs in as sees My patients on Appointments › Today the next time they open it.

If something goes wrong

• Save stays grey: First Name, Last Name or Doctor Type is empty.
• "Pick someone on this business's team": the person you picked is no longer on your team. Pick someone else, or invite them first under Settings › Team.
• "That team member already signs in as another doctor. Unlink them there first": one person can be only one doctor. Edit the other doctor, set Signs in as to None, click Update, then try again.
• Signs in as says "No longer on the team": the person this doctor was linked to has left your team. Pick their replacement, or None.
• "Couldn't load the team. Close and open the form again to pick someone.": the team list didn't load. Close the form and open it again.
• The person isn't in the Signs in as list: only team members who have signed up and are active are listed. Check them under Settings › Team.
• There's no Doctors tile under Setup: your role can't see doctors. Ask the person who manages staff logins.