Managing Multiple Practitioners at a Location in a Group Practice

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Adding and deleting/archiving practitioners from a particular location in group practices

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

Locations_AddPractitioner.png

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.

Note

If a practitioner has seen a patient at a location, you can only archive them from the location, not delete them.

Tip

You can "un-archive" an archived practitioner from a location by clicking the Delete (trash) iconnext to their name at the location and selecting the Un-archive option.

Adding practitioner-specific company registration numbers (e.g. ABNs)

As well as adding company registration numbers for practices and practice locations, you can add company registration numbers/ABNs for individual practitioners at each location they practice. This will appear on the practitioners' invoices.

The ABN in Use field underneath the practitioner's name on the Locations page shows the ABN that appears on practitioners' invoices:

Locations_ABNInUse.png

Click the Edit (pencil) icon to add the practitioner's own ABN. After you click Save, the practitioner's own ABN will be shown on their invoices from this location.

Note

A practitioner can have a different ABN in Use for each practice location.

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