Follow the processes below to setup a new staff (clinician or provider) in Gensolve Practice Manager.

1. Create a System User: create a system user for the new staff, add access privileges and site access for that system user.

2. Create a Clinician: create a clinician/provider and add to a site.

3. Create Appointment Schedule: create the appointment schedule for the clinician/provider.

4. Edit Reminder Autoschedule  if you have an SMS Autoschedule already set up and add the new Clinician.

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