Updating Your Staff & Doctors
Keeping your provider and team bios up to date ensures patients always have accurate, professional information about your practice. You can easily update your staff and doctor profiles at any time.
Adding a New Staff Member or Doctor
Log into your Customer Portal.
Navigate to Settings — located in the bottom-left corner of the screen.
Select Practice Information from the menu.
Scroll down to Staff Members.
Click Add Staff Member.
Enter the following information:
Name
Title/Role
Professional Bio
Add any additional details you’d like patients to see. Keep bios clear, concise, and patient-friendly.
Click Save to save your changes.
Editing an Existing Staff Member or Doctor
Scroll down to Staff Members.
Click on the existing staff member from your list.
Adjust their:
Name
Bio
Title/Role
Click Save to apply updates.
Select Delete if the staff member is no longer with your practice and should be removed.