How to set up a new practitioner

When a dentist first starts in your dental clinic, you would have to set them up in Core Practice. Here's what you'll need to do:

1. Create a Business
2. Create a User
3. Create a Provider
4. Set up the Banking
5. Set up Quick Notes

Create a business

The first step in setting up your providers is to create a business. Here's how to do it.

1. Click on Settings and then click Businesses.
   
   
   
   
2. Click on Create Business.
   
   
   
   
3. Fill the required fields and then click on Save Changes.
   
   

Create a user

The next step is creating a user. Here's how to do it.

1. Click on Settings and then click Users.
   
   
   
   
2. Click on Create User.
   
   
   
   
3. Fill the required fields and then click on Save Changes.
   
   N.B.: If you leave "Group" blank, the user will be an Administrator. They will have unrestricted access to your software and your database. If you leave "Location" blank, they will have access to all locations' reporting. This isn't as important for practitioners, as - by default - they do not have access to view reporting, period.
   
   

Create a provider

The next step is creating a provider profile. This needs to be done for each location in which each provider is working. Here's how to do it.

1. Click on Location and then click Providers.
   
   
   
   
2. Select the Location (a) and then click on Create Provider (b).
   
   If you can't see the location in the list, you may have to set up a new location.
   
   
   
3. Fill the required fields and then click on Save Changes.
   
   If you're setting up for a hygienist, just enter the principal dentists' provider number in the "Provider number" field.
   
   
   
4. Repeat this process for each location in which the dentist is working.; one practitioner may have more than one provider file depending on how many of your locations they are working in.
   
   

Set up the banking

The banking is an important part of setting up a new practitioner, as it ensures that the dentists' payment is going into the correct bank account. Here's how to do it.

N.B.: This only needs to be done if you choose to integrate with an accounting software. If you're not planning on accounting integration, skip to creating the quick notes.

1. Click on Location and then click Providers.
   
   
   
   
2. Select the Location (a) and then click on the provider's name (b).
   
   
   
   
3. Click on Banking on the left.
   
   
   
   
4. Click the selected payment method and drag it over to the correct bank account.
   
   If the correct bank account is not in the list, you may have to set up the location banking.
   
   
   
5. You will notice that the payment method is now in that bank account (shown below).
   
   
   
   
6. Continue in this fashion, dragging all necessary payment methods into the bank account.
   
   

Set up quick notes

The final step is to set up the practitioner's quick notes. This will allow them to compile treatment notes, as well as edit the templates to suit their own clinical note style. Here's how to set it up.

1. Click on Settings and then click Quick Notes.
   
   
   
   
2. Click on More and then click New collection.
   
   
   
   
3. Fill the required fields and then click on Save Changes.
   
   It would be best to leave the "Permission" as Confidential, as this prevents other users from seeing this practitioner's note templates.
   
   
   
4. Click on More and then click Copy templates.
   
   
   
   
5. Select the Source collection and then click on Save Changes.
   
   
   
   
6. The Quick Notes have been set up and the practitioner is free to customise their treatment note templates.