How to add a doctor / staff ?

Overview:


The “Add Doctor” feature allows admins to add and manage doctors within the system by providing the required doctor details and assigning access permissions.


Description:


**To add a doctor, the admin must navigate to the doctor management section, enter the doctor’s details such as name, specialization, contact information, and login credentials, and then save the details to create the doctor profile in the system. **


Navigation


Step 1 : Click on My Account.



Step 2: Click on Entity Management and then click on Doctor.



Step 3 : Click on create new and create profile doctor



Step 4: Click on Doctor and add the doctor to the clinic.


To create login access for the user, follow the steps below


Step 5: Click on User Management, then click on Invite User.



Step 6: Under User, add the required details and click on Save.



  • Go to User Management > Invite User.
  • Select Basic for staff and Premium for doctors under Seat Type.
  • Select the required Persona (Doctor/Staff).
  • Choose Invite Type:Single Access – one user can onboard.Multiple Access – multiple users can onboard.
  • Select Doctor Name and Clinic Name.
  • Add the user’s email ID and click on Save.
  • The user will receive an invitation email to complete the signup process.



Step 7 : Open the email and accept the invitation.



Step 8 : Once the invitation is accepted, sign up using the preferred login method.


Notes:


  • After creating the login access, create the user profile.
  • Once the profile is created, the user will be logged into the account.

Updated on: 12/05/2026

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