Adding a Practice Admin or Receptionist

If you are adding a new administrator into your practice, please ensure you follow these steps.

 

1) Advise Clinic to Cloud of the new user by sending an email to customersuccess@clinictocloud.com.au

Please let us know if they are replacing an existing admin, or if they are an additional. Also include if they are part-time or full-time. This is to ensure we check your agreement and let you know of any associated costs. 

Note: If you prefer, you can always edit the existing admin user's details to reflect the new name and email address if you didn't want to create an entirely new user.


mceclip0.png

2) To create the admin in the practice click on the settings cog wheel, and then "Users". If you are replacing an existing user, also lock the inactive user (if you leave active, you may be billed incorrectly).  

mceclip1.png

mceclip2.png

3) Click "Add New User"

 

mceclip3.png

4) Fill in the required fields * and click Create


Note: Anytime an admin is no longer active in your practice, please ensure you lock them to reflect an accurate active user list. Clinic to Cloud is a subscription based business model that bills based on current number of active users, so if you do not manage your active users, you may be billed incorrectly.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request