Practitioner Files are the foundation of being able to book appointments, raise invoices and create clinical notes in PracSuite. They contain practitioner contact details, provider numbers, rosters and individual preferences.
1. Creating a New Practitioner File
Go to Settings > Practitioners > Practitioners and select the 'Add' button
2. Practitioner Details
Enter the following details:
Title (optional)
First Name
Last Name
Preferred Name - Once set, the preferred name will be used throughout PracSuite, including in patient-facing tools such as online booking. Invoices, quotes, and statement PDFs will continue to display the practitioner's legal first name. This is required for billing compliance and cannot be overridden by the preferred name setting.
Short Description - Generally used in Reports and Dashboard graphs when limited space is available.
Email - Not inherently patient-facing unless included as a merge field in templates. It is primarily used for practitioner appointment alerts sent by email.
3. Businesses
Add the Businesses that this practitioner will be working at to their practitioner file
Click the 'Add' button to add multiple businesses/locations to this practitioner's file.
If the practitioner requires multiple columns on the appointment book, enter the desired number of columns. You can also choose to override the appointment book intervals if the practitioner books appointments at different intervals than the main business.
4. Professions
Add the Professions belonging to this practitioner.
Customise the Professional Title and Qualifications, which are printed in the header of invoices/receipts, and are available to use as merge fields in templates.
5. Provider Numbers
Enter the provider numbers for all Businesses and Professions for this practitioner
6. Roster
Select the roster that applies to this practitioner. Learn more about creating a roster.
The roster start and end dates can be added for a particular roster if the working hours for a practitioner are changing significantly.
If a practitioner is not starting work until a later date, consider adding a Not Available roster until their start date. This will ensure that the practitioner cannot be booked online until their start date.
7. Link Practitioner to User
The final step is to link the practitioner file to their PracSuite user account.
Select the practitioner's user profile.
In the Database Access section, enable the 'User is a practitioner' option and select their practitioner file in the dropdown list.
