Managing rooms and providers actually go hand-in-hand when you have Clinic Admin access. As Clinic Admin, you can:
- Create the room first then assign existing Providers, or
- Create a Provider account first then assign the user to existing rooms
Search for a User
1. Admin panel > Users.
2. Search by name or email. You may filter based on user type, status, clinic or rooms.
3. Click Search.
Create a Provider or Patient
1. Admin panel > Users.
2. To create a patient account, choose New member.
To create a provider account, choose New provider.
3. Fill in the fields with the user's information. You can skip the optional fields and click Save.
4. See related articles for a step-by-step guide.
Edit or Delete a Provider or Patient
1. Search for the specific user.
2. You may edit, delete or change a user's password accordingly.
3. See related articles for a step-by-step guide.