Setting up your team helps keep your practice organized and improves collaboration among your team.
In this article, we'll cover how to:
Invite or add new staff members
Go to Your Team on the left side panel.
Click the New Team Member button located in the upper right-hand corner
Complete the form, including name, mobile, email, job title, and access type
Once you click save, an email will be sent to the staff member, inviting them to complete their profile and sign in to your Carepatron workspace.
Set permissions for each team member
On the team page, you can edit user permissions.
Go to Your Team on the left side panel.
Click the name of the team member from your list.
Go to the Permissions tab.
Select Edit details to update permissions.
Click Save changes or assign clients to grant access to specific clients.
Delete a team member
When a team member is deleted, patients will no longer be able to book an appointment with the deleted team member. Notes, files, and invoices created by the deleted team member will still be accessible.
Go to Your Team on the left side panel.
Hover over the team member you would like to delete.
Select the overflow icon (represented by three vertical dots).
Press delete.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.