OVERVIEW

This article shows users how to create new Specialists USER ACCOUNTS and the recommended fields to add upon creation.

Specialists can only be created in USER ACCOUNTS -> Specialists.

By containing Specialists as USER ACCOUNTS:

• Specialist availabilities and bookings can be stored in a dedicated calendar
• Users (with logins) can use criteria from a Specialist’s profile to help determine the most suitable Specialist(s) to book for a service
• Users can analyse the Specialist’s history of bookings and service trends
• Medicolegal Providers can organise financial terms and conditions for the Specialist’s services

CONTENTS

• CREATE A COMPANY FROM USER ACCOUNTS (SINGULAR)
• NOTABLE FIELDS TO CONSIDER FOR A NEW SPECIALIST
  • General Information
  • Office & Mailing Address
  • Recruitment & Login

CREATE A COMPANY FROM USER ACCOUNTS (SINGULAR)

1. Go to the sidebar menu and select USER ACCOUNTS → Specialists.
2. Click Add New.
3. A new Create Specialist window opens. Enter specialist information, where required.
4. Once all mandatory fields have been entered, at the bottom of the tab, select Save.

NOTABLE FIELDS TO CONSIDER FOR A NEW SPECIALIST

Whilst not mandatory, please note the following fields whilst creating a new Specialist.

General Information

Office & Mailing Address

Recruitment & Login