Overview
The Practitioners section allows you to manage healthcare providers who work in your practice. This area provides tools to add, edit, delete, and restore practitioner records.
Active Practitioners
The Active practitioners tab displays all current providers in your system:
- Your subscription plan stipulates the number of practitioners you can add to your practice
- Each practitioner is listed with their ID number, name, and display order
- Display order determines how practitioners appear in dropdown menus and reports
- Options to edit or delete each practitioner are available via the buttons on the right
Deleted Practitioners
The Deleted practitioners tab shows providers who have been removed but can be restored:
- Practitioners remain in this section until permanently removed from the system
- Two restoration options are available:
- Restore: Completely reactivate the practitioner
- Temporary restore: Make the practitioner temporarily available for 24 hours (useful for accessing historical records)
Managing Practitioners
- Search: Use the search field to find specific practitioners
- Add Practitioner: Create new practitioner profiles (limited by your subscription)
- Edit: Modify practitioner details
- Delete: Move practitioners to the deleted list
- Rows Per Page: Control how many practitioners display per page (default is 10)
Adding & Editing Practitioners
The Add/Edit Practitioner screens allow you to create new practitioners or modify existing ones. These screens capture essential information about each healthcare provider in your practice.
Practitioner Information
Both screens include fields for the practitioner's:
- Title: Professional title (Dr, Mr, Ms, etc.)
- First name and Last name: The practitioner's name
- Initials: Abbreviated form of the name
- Qualifications: Professional credentials and certifications
- Tax number: Tax identifier for financial reporting
- Profile photo: Optional image upload for online booking
Payment Processing (AU only)
Configure payment settings with:
- Use default Merchant ID Number for Tyro: Option to use the practice's default payment terminal
- Practitioner Specific Tyro Merchant ID: Unique identifier for the practitioner's payment processing
Online Booking Options
- Description: Text displayed on the online booking page (300 character maximum)
- Practitioner Specific Invoice Comment: Custom text that appears on invoices
Multi-Practice Settings
- Practices/Associated practices: Select which practice locations this practitioner works at
- Multiple locations can be selected for practitioners who work across different sites
Provider Numbers
When editing practitioners, you can add multiple provider numbers:
- Provider number: Official registration number
- Description: Purpose or type of the number
- Practitioner type: Category of service provider
- Practice: Location where this number is used
Actions
- Save: Store the practitioner information
- Close/Back: Return to the previous screen without saving
- Upload: Add a profile photo for the practitioner. This is used in the online bookings widget
Provider numbers are particularly important for insurance and third-party billing, allowing the system to use the correct identifier based on the type of service and location.