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How to add/edit a practitioner in Dentally - UK/CA only πŸ‡¬πŸ‡§πŸ‡¨πŸ‡¦
How to add/edit a practitioner in Dentally - UK/CA only πŸ‡¬πŸ‡§πŸ‡¨πŸ‡¦

πŸ‡¨πŸ‡¦πŸ‡¬πŸ‡§ CA/UK only - How to add a new practitioner to your practice in Dentally, and how to edit an existing one.

Hebe Neate-Clegg avatar
Written by Hebe Neate-Clegg
Updated over a month ago

πŸ“ Please note: This article relates to editing a practitioner in the UK/Canada. For editing a practitioner in Australia, please read this article.

How do I add a new practitioner?

  • Fill the required information into the pop-up box:

    • User - select the correct user from the dropdown (if you have already added them)

    • Colour - appointments will appear in this colour in the practitioner's column (if colour preferences in the calendar are set to 'Practitioner')

    • NHS number - visible to NHS practices only

    • GDC number

    • Dental care professional type

    • Calendar position

    • Personal numberΒ 

    • Personal PIN

    • Location - visible to multi-sites only

    • Default NHS contract - visible to NHS practices only

πŸ“ Please note: Foundation dentists will need to have a new practitioner profile created if they are going to continue practising as an associate at the same dental practice.

How do I edit a practitioner's profile?

To make changes to a practitioner, such as calendar position, colours and NHS details:

  • If the user is already set up, go to 'Settings' and then select 'Users'.

  • Go to the 'Practitioners' tab and find the practitioner whose profile you wish to edit.

  • Click the pencil πŸ“ icon to the far right of the relevant practitioner.

  • In the window that opens, edit the fields as needed.

  • When you are ready, click 'Save' to ensure your changes are saved.

You can use the practitioner settings to edit whether a practitioner is active or inactive - this field will only be visible when editing an existing practitioner, not when creating a new practitioner.

πŸ’‘ Top tip: You can't change the practitioner's name from the practitioner settings. To do this, go to the user settings ('Settings' > 'Users' > 'Practitioners'), select the practitioner and edit their name there (level 4 permissions are required).

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