In this article we will cover how add a new practitioner to your smeMetrics profile as well as how to update and replace an existing practitioner.
smeMetrics has the functionality to add additional practitioners to your profile, allowing the practice owner to have a clear view of what each practitioner has done for the month. Practitioner profiles are a full smeMetrics account linked to the main account. The main practitioner has access to all account but individual practitioners can only see their account information.
Our advanced package caters for up to 3 practitioners in the practice and the professional package caters for up to 10 practitioners in the practice.
To add a new practitioner to your package you will need to click on the below button and fill out the form. Once the team receives the instruction they will create the account.
Changing a previous practitioner’s profile to a new practitioner’s profile.
Sometimes rather than adding a new a practitioner, a practice may want the new practitioner to take over a previous practitioners caseload. In this case you would login to the previous practitioners account from your main smeMetrics account and scroll down to users.
You will create a new user with the new practitioners information and send then the login details for their account.
You will also need to change the password for the previous practitioner to ensure that they cannot access the system.
NB :: The previous practitioners username will remain the admin on the account.
Once you have created the new user profile for your new practitioner you will need to go to settings/ my business info and update the below information in order for the new practitioners information to pull through to the invoices that they generate.
- Company Name :: Change this from the previous practitioners name to the new practitioner.
- Contact info :: If this is not standard across the practice you will need to add the new practitioners details into this section.
- Professional Info :: Change this to the new practitioners name, HPCSA number, Practice number and qualifications.