{"id":148,"date":"2024-05-08T20:45:08","date_gmt":"2024-05-09T01:45:08","guid":{"rendered":"https:\/\/help2.ismartoffice.ai\/?post_type=docs&p=148"},"modified":"2024-05-28T06:06:53","modified_gmt":"2024-05-28T11:06:53","password":"","slug":"clinic-member","status":"publish","type":"docs","link":"https:\/\/help.ismartoffice.ai\/?docs=clinic-member","title":{"rendered":"Clinic Member"},"content":{"rendered":"\n

This feature used to add & delete Provider, Assistant and Clinic Manager member.
Adding provider and assistant as clinic member will allow clinic assign them a schedule on their clinic.
Adding clinic manager as clinic member will allow them manage selected clinic except adding new clinic.<\/p>\n\n\n\n

1. Click on Clinic Member from Operations menu
2. First make sure clinic is already selected. Click Change Clinic button on the top section of the page to select clinic. If no clinic available on the list, add it first using this guide :\u00a0Add Clinic<\/u><\/a>
3. All existing slot on selected clinic will be listed on this page which listed under 3 tab : Provider , Assistant and Manager<\/p>\n\n\n\n

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4. Click Next button on the lower section of the page to go to Slot page. Or Back button to go to Operating Hours page<\/p>\n\n\n\n

Add\/Edit Clinic Member: Provider<\/h2>\n\n\n\n

1. To add new provider as clinic member, first click on Provider tab then click Add Member button
2. Select Provider’s Name on the list and define Joined Date on the Provider Member form
3. All providers that already registered in iSmartOffice\u2122\u00a0Provider system will be listed under Provider’s Name list
4. Note:\u00a0In order to preview provider information before adding them as a clinic member, you can see their basic information (eg. Full Name, Specialty, Technique Offered and Contact Info) and then sending them an initial email on Search Provider page under Manage Provider menu<\/em>
Please\u00a0<\/em>read Search Provider section<\/u><\/em><\/a>\u00a0in this online documentation to get familiar with Search Provider feature<\/em><\/p>\n\n\n\n

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5. Click Add button to save all information or click X mark to cancel
6. On adding a new provider’s member, it will send clinic member offer email to selected provider
7. New provider member availability on the clinic is waiting for provider’s approval
8. Below is the page look like after adding new clinic member provider on selected clinic<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

9. Click Delete button next to Doctor’s Name to delete selected doctor’s from clinic member
10. Deleting Doctor with “Waiting for Approval” Status will drop the clinic member offer<\/p>\n\n\n\n

Add\/Edit Clinic Member: Assistant<\/h2>\n\n\n\n

1. To add new assistant as clinic member, first click on Assistant tab then click Add Member button
2. Select Assistant’s Name on the list and define Joined Date on the Assistant Member form
3. All assistant that already registered in iSmartOffice\u2122\u00a0Provider system will be listed under Assistant’s Name list
4. Note:\u00a0In order to preview assistant information before adding them as a clinic member, you can see their basic information (eg. Full Name, Gender, DOB, Language & Contact Info) and then sending them an initial email on Search Assistant page under Manage Assistant menu<\/em>
Follow\u00a0<\/em>this link<\/em><\/u><\/a>\u00a0to get familiar with Search Assistant feature\u00a0<\/em><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

5. Click Add button to save all information or click X mark to cancel
6. On adding a new assistant’s member will send clinic member offer email to selected assistant
7. New assistant member availability on the clinic is waiting for assistant’s approval
8. Below is the page look like after adding new clinic member assistant on selected clinic<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

9. Click Delete button next to Assistant’s Name to delete selected assistant’s from clinic member
10. Deleting Assistant with “Waiting for Approval” Status will drop the clinic member offer<\/p>\n\n\n\n

Add\/Edit Clinic Member: Manager<\/h2>\n\n\n\n

1. To add new manager as clinic member, first click on Manager tab then click Assign Manager button
2. Select manager’s name on the list and on the Clinic Manager form
3. All managers that already registered in iSmartOffice\u2122\u00a0Clinic system will be listed under manager’s name list<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

4. Click Assigned button to save all information or click X mark to cancel
5. On adding a new manager’s member will send clinic member offer email to selected manager without an approval
6. This will authorize selected manager to manage selected clinic
7. Below is the page look like after adding new clinic member manager on selected clinic<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

8. Click Delete button next to Assistant’s Name to delete selected assistant’s from clinic member<\/p>\n","protected":false},"excerpt":{"rendered":"

This feature used to add & delete Provider, Assistant and Clinic Manager member.Adding provider and assistant as clinic member will allow clinic assign them a schedule on their clinic.Adding clinic manager as clinic member will allow them manage selected clinic except adding new clinic. 1. Click on Clinic Member from Operations menu2. First make sure clinic is already selected. Click Change Clinic button on the top section of the page to select clinic. If no clinic available on the list, add it first using this guide :\u00a0Add Clinic3. All existing slot on selected clinic will be listed on this page which listed under 3 tab : Provider , Assistant and Manager 4. Click Next button on the lower section of the page to go to Slot page. Or Back button to go to Operating Hours page Add\/Edit Clinic Member: Provider 1. To add new provider as clinic member, first click on Provider tab then click Add Member button2. Select Provider’s Name on the list and define Joined Date on the Provider Member form3. All providers that already registered in iSmartOffice\u2122\u00a0Provider system will be listed under Provider’s Name list4. Note:\u00a0In order to preview provider information before adding them as a clinic member, you can see their basic information (eg. Full Name, Specialty, Technique Offered and Contact Info) and then sending them an initial email on Search Provider page under Manage Provider menuPlease\u00a0read Search Provider section\u00a0in this online documentation to get familiar with Search Provider feature 5. Click Add button to save all information or click X mark to cancel6. On adding a new provider’s member, it will send clinic member offer email to selected provider7. New provider member availability on the clinic is waiting for provider’s approval8. Below is the page look like after adding new clinic member provider on selected clinic 9. Click Delete button next to Doctor’s Name to delete selected doctor’s from clinic member10. Deleting Doctor with “Waiting for Approval” Status will drop the clinic member offer Add\/Edit Clinic Member: Assistant 1. To add new assistant as clinic member, first click on Assistant tab then click Add Member button2. Select Assistant’s Name on the list and define Joined Date on the Assistant Member form3. All assistant that already registered in iSmartOffice\u2122\u00a0Provider system will be listed under Assistant’s Name list4. Note:\u00a0In order to preview assistant information before adding them as a clinic member, you can see their basic information (eg. Full Name, Gender, DOB, Language & Contact Info) and then sending them an initial email on Search Assistant page under Manage Assistant menuFollow\u00a0this link\u00a0to get familiar with Search Assistant feature\u00a0 5. Click Add button to save all information or click X mark to cancel6. On adding a new assistant’s member will send clinic member offer email to selected assistant7. New assistant member availability on the clinic is waiting for assistant’s approval8. Below is the page look like after adding new clinic member assistant on selected clinic 9. Click Delete button next to Assistant’s Name to delete selected assistant’s from clinic member10. Deleting Assistant with “Waiting for Approval” Status will drop the clinic member offer Add\/Edit Clinic Member: Manager 1. To add new manager as clinic member, first click on Manager tab then click Assign Manager button2. Select manager’s name on the list and on the Clinic Manager form3. All managers that already registered in iSmartOffice\u2122\u00a0Clinic system will be listed under manager’s name list 4. Click Assigned button to save all information or click X mark to cancel5. On adding a new manager’s member will send clinic member offer email to selected manager without an approval6. This will authorize selected manager to manage selected clinic7. Below is the page look like after adding new clinic member manager on selected clinic 8. Click Delete button next to Assistant’s Name to delete selected assistant’s from clinic member<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[20],"doc_tag":[],"class_list":["post-148","docs","type-docs","status-publish","hentry","doc_category-operation-gm","entry"],"year_month":"2026-04","word_count":635,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"administrator","author_nicename":"administrator","author_url":"https:\/\/help.ismartoffice.ai\/?author=1"},"doc_category_info":[{"term_name":"Operation for General Manager","term_url":"https:\/\/help.ismartoffice.ai\/?doc_category=operation-gm"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/docs\/148","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=148"}],"version-history":[{"count":3,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/docs\/148\/revisions"}],"predecessor-version":[{"id":810,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/docs\/148\/revisions\/810"}],"wp:attachment":[{"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=148"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=148"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=148"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}