Home Clients How to Add a New Physician – Client Profile

How to Add a New Physician – Client Profile

Last updated on Feb 03, 2026

When Adding a New Prescription, a Customer Service Representative–or CSR–may need to enter information for a prescribing physician who is not yet added to their system. Rather than exiting the Clients module, the CSR can add a new physician directly from the Prescription page.

Required permission(s): client_read, physician_create, physician_read

  1. In the Clients module, select a client.

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  2. Open the Prescriptions tab.

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  3. Select an existing prescription or click New to Add a New Prescription. Either way, this opens a Prescription page.

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  4. Scroll down to the Physician section, and click Find.This opens the Find Physician modal.

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  5. Click New to open a new physician form.

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  6. Fill out the required fields in the Personal Information and Business Information sections.

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  7. Click Validate Address to confirm that the physician's business address exists.

  8. Verify the physician.

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    1. Follow the link in the Verification section to the Provincial College of Physicians website, and make sure the physician is listed there.
    2. Enter the date and time of the verification in the field provided.
    3. Click the checkbox indicating that the physician is legally allowed to prescribe cannabis.

  9. Click Save to add the physician.

You can also Add a Physician in the Medical Settings Module.

Adding a valid prescription from a verified physician is an essential step in enabling a client to place orders. For more information, visit the Client Registration Process Guide.