This feature allows you to define providers to link to patients. Providers can be users in your organization or you can add providers who are not users. 


  1. Click on Clients at the top of the page and select Clients.
  2. Click on the office where you want to create Providers
  3. Select a User if the provider is a user in your office. 
  4. Select the provider's Organization.
  5. Enter the provider's First Name and Last Name
  6. Enter a Title to associate with the provider. This field is optional. 
  7. Select the Provider Type from the dropdown. 
  8. Click Create Provider.

Once a provider has been created, click the provider in the list to edit the record or click the X to delete it.