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How to: Update Practitioner Professions
How to: Update Practitioner Professions
Updated over 4 months ago

1. Set Profession During Onboarding

During the clinic onboarding process, you can set a profession for each practitioner.

  • During onboarding, go to the step for setting up your team. Select a profession for each practitioner from the dropdown list.

  • Professions are listed alphabetically, and you can search for a profession.

  • Auto-Mapping: Some professions might already be set automatically.

  • Option to Skip: You can skip setting professions during onboarding and do it later.

  • Single Profession: Only one profession can be set per practitioner.

2. Change Profession After Onboarding

You can update a practitioner's profession anytime after onboarding.

  • Go to 'My Team' Page: Navigate to the 'My Team' page in Allie. Or

  • Access Practitioner Profile: Or go directly to the practitioner's profile page.

  • Set Profession:

    • Use the dropdown list to search for and select a new profession.

    • Only one profession can be set per practitioner.

Note:

  • Any changes made to a practitioner's profession will impact the recalculation of profession-based metrics. Updates in Allie will be reflected within 24 hours.

  • Designation of professions to all practitioners ensures the accuracy of clinical profession based metrics.

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