Initial Setup

  1. Edit your clinic information
  2. Edit doctor's information
  1. What if: Same doctor works in several locations / clinics

Edit your clinic information

  1. Double click "Clinics"
  2. Double click on the clinic.
  3. Click "Edit" ... (editing) ... then "Save".
  4. Click tab "Providers"
  5. Double click on the provider.
  6. Click "Edit"... (editing) ... then "Save".

What if: Same doctor works in several locations / clinics

  1. Double click "Clinics"
  2. On title bar, right mouse click > New (shortcut: "Ctrl-N" )
  3. After adding clinic information, click tab "Providers", copy and paste the same provider from the first clinic.