Add a staff account

Give a colleague their own login with the right permissions.

Useful for Clinic admin Doctor

  1. Open People in the side bar and choose Add a person.
  2. Enter their name and Email, then pick the Role that matches what they do: the role decides what they can see and open. A doctor, Med Tech or Rad Tech also gives their PRC license number.
  3. Choose Add and email the link. They are emailed a link to set their own password; you never hand one out.
  4. To take someone off later, use Remove on their row. It only turns off their sign-in, so their past entries stay.
Get your clinic ready: first-day checklist The setup to do once, in a sensible order, before your first patient. Switch to DokEMR from another EMR Moving from another EMR? We can import your existing patients and records into DokEMR on request. Set up your clinic details and document branding Address, logo, and how your letterhead prints on documents.

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