How to add/edit a Practitioner

How to add/edit a new practitioner to Dentally

Shelley Withington avatar
Written by Shelley Withington
Updated over a week ago

You need to set up a new user in Dentally and then add a new Practitioner if that is appropriate for them. It is a 2-stage process. If you need help with Adding a New User, the first step, we have a web page to help.

To add a new practitioner use the following steps:

  • Navigate to Settings

  • Select ‘Users’

  • Select the Practitioners tab

  • Click ‘Create New Practitioner’

  • Fill the required information into the pop-up box:

  •   Select the user

  •   The Colour they will use on the calendar

  •   NHS number

  •   GDC number

  •   Performer number

  •   Performer 

  •   PIN

  •   Calendar 

  •   Position

  •   Active

Please note that Foundation Dentists will need to have a new practitioner profile created if they are going to continue practising as an associate at the same Dental Practice.

How to make changes to a practitioner's profile (Including Calendar Position, Colours, and adding NHS details):

Settings>Users>Practitioners Tab>Edit Button

Step by step...

  • Click settings in the bottom left of dentally.

  • Then choose Users

  • Then choose practitioners from the top tabs

  • click the edit button next to the dentist that needs editing.

  • You can then make changes as needed to the practitioner.

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