To add a Doctor in CLX, First select ‘Setup’ from the Main Portal.

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From ‘Setup’, select ‘Client Setup’, as shown below.

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Next, select ‘Manage Doctors’.Graphical user interface, table

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From ‘Manage Doctors’, you will select ‘Create New’.

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Next, enter:

  1. Doctor’s First Name
  2. Doctor’s Last Name
  3. Doctor’s Biological Sex
  4. The location(s) the Doctor works at. *Please note: If not specifically specified, the Doctor will be available to all locations.
  5. Ensure you select the Doctor is active by clicking the check box
  6. Select ‘Add 


 

 

*If you need to edit, remove, or change the location of a doctor, click ‘Change’ to the right of the Doctor’s name as shown below.

 

Once you click ‘Change’ you can:

  1. Edit the name of the Doctor
  2. Mark the Doctor as inactive 
  3. Add or remove a location

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