Field

Description

Email

Type your email address.

📌 Note: This is the email address you use to log into the CHR. Also, if you reset your password, the CHR sends the reset link to this email.

Tax Number

If you bill patients or third parties directly for services or products, and want your GST/HST number to display on your invoices, in this field, type your default tax number.

First Name

Type your first name as you want it to display in the CHR and in letters, referrals, prescriptions, etc.

Last Name

Type your last name as you want it to display in the CHR and in letters, referrals, prescriptions, etc.

Title

To have a title (for example, Dr.) display in front of your name in the CHR and in letters, referrals, prescriptions, etc., in the list, select the title.

Display Name

Type your name as you want it to display in the CHR and in letters, referrals, prescriptions, etc.

Position

Type your role or position in the clinic. For example, Physician.

📌 Note: Using variables, your Position can be pulled into electronic forms, letters and other templates. Also, if you're a provider, and you allow patients to book appointments with you online, patients can see your position when choosing a provider to book with.

Landing Page

In the list, select the area of the CHR you want to have open by default each time you log in.

See Setting your CHR landing page.

Units

To specify what units (Metric or Imperial) you want to record and view patient measurements (for example, height and weight) in, in the list, choose the units.

Credentials

To have your credentials (for example, MD) display beside your name in the CHR and in letter/prescription headers, type your credentials.

To have these credentials appear in letter and prescriptions footers as well, select the Include credentials in footers check box.

License Number

Type your professional license number.

Billing or Reference Number

Type your billing or reference number.

Phone Number

To have a phone number that is different from the clinic's default phone number display in your electronic forms/requisitions, letter headers, prescriptions, referrals, etc.

Fax Number

To have a fax number that is different from the clinic's default fax number display in your electronic forms/requisitions, letter headers, prescriptions, referrals, etc.

Biography (for eBooking)

To have your biography or a welcome message display to your patients when they book appointments online or fill in Qnaires, type your bio or welcome message.

See Adding or updating your eBooking biography (bio).

Languages

To specify the languages you speak:

a) Under Languages, click Add Language(s), and then select a language.

b) Repeat for each language you speak.

📌 Note: If you're a provider, and you allow patients to book appointments with you online, patients can see what languages you speak when choosing a provider to book with.