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How to Update a Physician
How to Update a Physician
Andrew Day avatar
Written by Andrew Day
Updated over a week ago

A Customer Service Representative–or CSR–can update a physician's information at any time by visiting the Physician's Profile.

Required permission(s): physician_read, physician_update

  1. In the Medical Settings module, open the Physicians tab. It should open by default.

  2. Select a physician to open the Physician's Profile.

  3. Make any necessary changes to the fields in the Personal Information or Business Information sections.

    • Note: If updating the physician's address in the Business Information section, click Validate Address to ensure the address exists.

  4. Click Save to update the physician's information.


The Medical Settings module also allows a CSR to Add, Archive, or Disable a physician.

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