Manage Practice

Add a new Practice

You can create a new practice by following these steps.

  1. Click Professional Contacts.
  2. Click Practices.
  3. We would advise doing a search for the practice first to ensure that it doesn't already exist.
  4. If it doesn't exist, click New.
  5. Complete fields using the table below for reference.
  6. Select Create Professional Practice.

Field Name

Description

Examples

Practice



Name

The name of the practice. You can link a contact to a practice and any correspondence will use the practice address.  

Clintel Health Centre

Phone

The practice phone number


Fax

The practice fax number


EmailThe practice email

Address

 


Address

Practice address


City

Practice city


Postcode

Practice post code

 


State

Practice state


Administration



Notes

Any administrative notes


 Edit a Practice

You can edit details for a practice by following these steps.

  1. Click Professional Contacts.
  2. Click Practices.
  3. Search for the practice  .
  4. Click Show Edit.
  5. Edit any fields (see section New Practice for an explanation of available fields).
  6. Click Update Professional Practice.