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Adding Provider Information to Staff Accounts

Provider Number, Modality, Commision

Praxis Valadez avatar
Written by Praxis Valadez
Updated over a year ago

To add provider information to a staffer, you'll need to access their provider settings.

  1. From the Main Menu, click Settings then under the Brand heading click Staff.

  2. From your staff list, choose the staffer you'd like to add provider information to.

    1. Note: staff list is created when a user is invited into your Principle Workspace.

  3. Click into the staffer's name and input details for their:

    1. Practice name

    2. Modality (dentistry they practice)

    3. Provider Number

    4. Their Percentage of Commission
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4. Click Save

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