📝 Please note: This article relates to editing a practitioner in the Australia. For editing a practitioner in UK/Canada, please read this article.
You need to set up a new user in Dentally and then add a new Practitioner if that is appropriate for them. It is a 2-stage process. If you need help with the first step which is adding a new user you can read out help centre article here 👉 Adding a New User,
To add a new practitioner use the following steps:
Navigate to Settings
Select ‘Users’
Select the Practitioners tab
Click ‘Create New Practitioner’
Fill the required information into the pop-up box:
Select the user
The Colour they will use on the calendar
Performer number
Prescriber number
Calendar position
Active
When you're ready, click 'Save'. The practitioner will now be added.
You can edit any practitioner in that list in the 'Practitioners' tab by clicking the pen icon to the right of their name.
💡 Top tip: If you set a user as a practitioner, when they access any patient's record it will open on the 'Chart' tab by default. If a user is not a practitioner, it will default to the 'Details' tab when you open a patient.
