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How to Create a New Provider

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This article outlines how to add a new Provider.

  1. Navigate to the providers tab through the navigation bar on the left hand side.
  2. Click New Provider on the top-right corner
  3. Fill in the required fields
    • First Name
    • Last Name
    • Email Address (will also act as their username)
    • Language
    • Timezone
    • Practitioner Role
      • Details on each role here
  4. Fill in the optional fields
    • Practitioner Location (s)
      • Selecting All will select or deselect all locations in the dropdown

    • Salutation
    • Billing Code
    • CPSO Number
  5. Click Create Provider

An email will be sent to the user to claim their account which is valid for 72 hours. 

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