How to Set up and Edit a Practitioner Profile

  • Updated

In this article, you'll learn how to set up a new Practitioner profile or edit an existing one. 


Set up a profile for each staff member who will be logging into Juvonno, we suggest that you do not share logins.  This includes each practitioner, administrative staff member, bookkeeper, or anyone you would like to grant access. Further restrictions and permissions to access features, reports, and data sets can be applied in the User Type assigned to the staff member.


Note To create a new staff profile, you will need to log in as an Administrator, or be sure you have the Add, Edit & Delete Users setting enabled in your assigned User Type.   


Step-by-Step Instructions

Step 1

Select Settings.


Step 2

Select Practitioners.

Note The Employee option has limited access to the site. We suggest using the Practitioner and Administrator employee profiles. You are able to grant and restrict access as needed.



Step 3

a) To set up a new Practitioner profile, click on New Practitioner.



b) To edit an existing Practitioner profile, select a Practitioner from the list by clicking on the green icon next to it and selecting Edit Practitioner. 




Step 4


Enter your Practitioner's profile details and select Apply Changes.


Profile Field Descriptions

Practitioner #

This number is used for Provincial Billing purposes.

Practitioner Payee #

When applicable, this number is used when billing with certain medical jurisdictions.

Employee #

This number is for your own reference.


Select from the drop-down menu.  This field will populate fields within documents and letters.  This is how the staff member will be addressed in correspondence.


Enter a short biography that will appear on the Patient Portal when booking appointments.


Enter the practitioner's credentials that will display on invoices and on the Patient Portal. Separate multiple credentials with a comma.


Staff Groups must have been previously set up under Settings > Staff Groups > New Group.

Pager, Cell, Phone,
Fax, Email Address

Enter contact information. These fields will populate in other areas of the site when creating correspondence.  The email address can be used as the User Name.

Address, City,
Province, Postal Code

Enter address information. For clinic use only.

Practitioner Type

These Types must already be set up under System > Practitioner Types > New Practitioner Type.

Default Clinic

Select from the drop-down menu options, that have previously been set up under Settings > Clinics.  If the staff member works at more than 1 location you do not have to set a Default.

Scheduling Interval

Shows appointment booking intervals on the schedule - 5, 10, 15, 20 or 30 minutes intervals.

*If you change the Schedule Interval you must create a new Availability Record to reflect the change.

Start Date

Optional. Type in the date or select from the calendar located at the end of the field.

Holidays Granted

Optional. Type in the total number of holidays the employee is entitled to for the year if applicable.

Reset Date

Optional. Select “Start Date Anniversary” or “January 1st”.


Toggle the ability for this practitioner to have any billing associated with their profile. i.e. Ability to Complete & Invoice.

Billing Suffix

Used with OHIP (Billing Code Suffix)

Can Be Booked
in Patient Portal

If this field is set to Yes, the practitioner will be available for booking in the portal, as long as the Patient Portal is enabled.

Appointment Charting

A "Charting" tab will appear on the practitioner's dashboard when this is set to Yes.

Charting Start Date

Enter the start date the system will begin tracking charts against appointments.

Signature Date

Entered in for the practitioner's digital's signature date originally added. (Optional)

Dispensing #

Optometry Only. Enter the number used when creating medicinal prescriptions with this practitioner. (Optional)

License #

Optometry Only. Enter the number used when creating prescriptions with this practitioner. (Optional)


If the practitioner has an individual # they want to appear on their invoices. (This may require a custom set up from the Juvonno Developers).

Letter Signature

Type a signature for the staff member you want to appear on letter templates. i.e. Chiropractor, DC.

Don't forget to Select Save or Apply Changes


Step 5

Next, click on the Login tab and enter a Username and New Password. Re-enter the password in Verify Password. A list of password requirements will appear below that you must match. 



Step 6

From the drop-down menu, select the User Type you wish to assign to the profile


Note The User Type you assign will grant or restrict access to various features, data, and reports. See About User Permissions and How to Set Up User Types to learn more




Step 7

From the drop-down menu, select the type of patient profile access you wish to grant the user (note within the menu options, for example, Only when I am the default practitioner, the word 'I' refers to the user you are setting up).

Leave Block Employee set to 'No', and click Apply Changes.




Step 8

Now that you have created the Practitioner's login, additional profile tabs will appear.

Click the Clinic Access tab and use the checkboxes to select:

  1. Which clinic sites this user may access (if applicable)
  2. Whether the user may have All Access (access to the clinic, practitioners, patients and reports) or Patient Access (access to patient information only) to the clinic site.   Click Apply Changes.


Step 9

Next, open the Practitioner Access tab. Under Individual Staff Access or Primary Group Access, select the practitioners whose schedules, charts, and chart details should be accessible to the Practitioner.


Note:  The Additional Group Scheduling Access section allows you to select practitioner groups whose schedules the Practitioner may wish to view from their 'My Practitioners' Dashboard. A drop-down menu will appear on the User's 'My Practitioners' Dashboard only so they may view the select group's schedules.



Step 10

Next, open the Preferences tab. If you have multiple clinic sites, update the Practitioner's Home Schedule to Multi-Clinic Practitioners. This will organize their schedule by location.



For JComm subscribers, go to the field Receive Incoming Text Notifications and toggle to Yes. This will ensure the Practitioner is notified on-screen when a patient texts your clinic so they can promptly reply.




Step 11

Select the Schedule Colour you'd like to assign to this practitioner. This colour will appear on the main schedule within their appointment blocks if you are using the Scheduling setting "Colour Type" and it's set to "Practitioner Colour Preference" (Settings>General>Scheduling>Appointment Display>Appointment Colour type.


In the Time between appointments, select the amount of time the practitioner needs between appointments (if any). 


Click Save & Exit. Or, if you wish to continue editing other profile tabs, click Apply Changes.




The profile has been updated! If you set up a new practitioner, the user is now able to log in! Share the new username and password with the Practitioner so they can get started.


Further reading: See What Distinguishes Administrator, Practitioner, and Employee Profiles to learn more about each profile's unique capabilities

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