Chapter 33: Clinicians Management
Chapter Overview
What You'll Learn:
- How to open the clinical staffing view
- Clinician detail tabs (schedule, caseload, profile, activity)
- Where to add/edit users (User Management)
Path: Sidebar → Clinical → Clinicians → /dashboard/clinicians
Page title: Clinicians & Aides
Billing-only: hidden.
Text-only.
This page shows clinicians/aides for clinical operations. Create, invite, edit roles, and credentials primarily in Settings → User Management (Chapter 8) — path/dashboard/settings/user-management.
33.1 List Page
- Search: Search by name...
- Status filter: All / Active / Deactivated / Locked / Pending
- Columns: Name · Branch (role · discipline) · Phone · Status · Actions
- Info text points you to User Management to add, edit, or remove users
Open a row to see clinician detail.
33.2 Clinician Detail Tabs
| Tab | Purpose |
|---|---|
| Schedule & Availability | Weekly schedule view; Export schedule (CSV / PDF with date range) |
| Caseload | Assigned Patient Caseload (patient, MRN, role on case, next visit) |
| Profile | Personal / contact / branches; Compliance & Credentials |
| Activity Log | Timestamp, action, entity, description |
Compliance & Credentials (on Profile)
Notes that credentials are managed in User Management, with link Manage in User Management → /dashboard/settings/user-management.
33.3 Quick Checklist
- Clinicians visible with correct disciplines / branches
- Caseload and schedule reviewed
- New staff invited via User Management (not only this list)
- Credentials maintained via User Management