Settings : Practitioner Types

Practitioners types will appear to be selected in the Products & Services, in the Practitioner/Doctor profile and be used for HCAI, Telus, HLink/Albert Health billing and setup. Practitioner Types also appear in some reports.

How to Set up Practitioner Types

Step 1 -  Navigate to Settings >Staff>Practitioner Types

Step 2 - Open an existing type or create one by selecting  New Practitioner Type 




Step 3 -  Complete all applicable fields associated with the practitioner type




Step 4 -  Select Save when finished. 

You have now successfully created a Practitioner Type.

Setting up HCAI Practitioner Types

Practitioners that are going to have treatment plans and invoices sent through
HCAI must have their Practitioner types set with HCAI's Practitioner codes.

1) Navigate to Settings.
Staff section, Select Practitioner/Doctor Types.

2) Select  next to the practitioner type you are setting up.

3) Complete the HCAI Provider Code field.

Find below the most-often used types but click here for HCAI's full list.

4) Don't forget to assign the Practitioner Type you have edited to the Practitioner in their profile.