Practices

Estimated reading: 2 minutes

What is a Practice?

A group within the software that allows multiple practitioners to be linked together for collaboration. Practitioners in the same practice can share patient information, formulas, and other relevant data with one another, enabling coordinated care and streamlined communication.

Add a Practice

Click on “Add Practice”

Enter a Name for the Practice

Press Save Practice

Practice Owner

The person who created the practice is the practice Owner. The owner controls the status of members, decides which members share which data with one another, and can control the status of each member. There is only ONE owner of a practice.

Add Members to a Practice

You cannot add existing practitioners to a practice you can only create new practitioners that will be members of the practice. Next to the practice name, click on “members” and then on the button to add new members. Fill out the registration form and press submit. The new practitioner must still be approved by the dispensary admin.

Member Settings

Next to each members name is a settings button. If you click on it, you will be able to control which data is shared to and from this practice member. Toggle the options on or off based on your preferences.

Practice Report

You can run a sales report showing you how much sales each practitioner generates for a period of time. You can download this report in a CSV formatted excel file.