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How to Link a Practitioner to a User Account
How to Link a Practitioner to a User Account
Updated over a year ago

Practitioners need to be linked to the associated User Account if the practitioner wishes to create Clinical Notes for their clients.

To link a Practitioner to a User Account you need to go to Settings > Users & Security > Users & Security.

Select the User you need to link the Practitioner file to.

Click Edit.

Scroll down to Role > select User is a Practitioner just below their Role and select the Practitioner.

Click Save.

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