Staff & provider setup

Invite the team, manage roles, and assign provider services, locations, and hours.

1. 1Clinic administrators onlyHow to invite staffAdd a provider, front-desk colleague, or clinic administrator to the clinic.
2. 2Clinic administrators onlyHow to manage staff roles and accessReview a team member's role and activation in their staff record.
3. 3Clinic administrators onlyHow to assign provider servicesChoose which clinic services a provider can offer.
4. 4Clinic administrators onlyHow to assign provider locationsConnect providers with the clinic locations where they see patients.
5. 5How to manage provider hours and requestsClinic administrators and front desk can maintain hours and review schedule requests.