📝 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
How to make changes to a practitioner's profile (Including Calendar Position & Colours):
Settings>Users>Practitioners Tab>Edit Button
Step by step... (or watch the end of the video gif above to find the edit button)
Click settings in the bottom left of dentally.
Then choose Users
Then choose practitioners from the top tabs
click the edit button next to the dentist that needs editing.
You can then make changes as needed to the practitioner.