Managing Multiple Practitioners at a Location in a Group Practice

You can add a practitioner to a location by clicking Add Practitioner in the relevant location's section on the Locations page (Personal > Locations).

Adding a practitioner to a location allows them to create appointments at that location and use the location's information in reports.

You can delete or archive a practitioner from a location by clicking the Delete (trash) icon to the right of their name at that location. Removing a practitioner from a location means that the location will not appear as an option when creating an appointment. Depending on their access level, it may also remove their ability to see practice or financial information related to that location.

You can add individual company registration numbers/ABNs for each practitioner at each location where they practice in addition to entering a location-wide ABN. If you add an individual ABN for a practitioner, it will appear instead of of the location ABN on invoices for that practitioner at that location.

To edit an individual practitioner's ABN:

RESULT: The practitioner's individual ABN will be shown on their invoices from this location instead of the location's ABN.