Set up a physician

A physician is a person associated with patient care and clinical documentation. Physicians may also be used as authorized signers when documents need a physician signature.

Before you start

You’ll need a test organization to work from. See Set up an organization.

Create a physician

1. Open People.
2. Click Physicians.
3. Click New physician.
4. Enter the physician's name and contact information.
5. Turn on Authorized signer if this physician can sign documents.
6. Turn on Invite user only if the physician should sign in to RehabAlpha.
7. Click Save.

View a physician

1. Open People.
2. Click Physicians.
3. Find the physician in the list.
4. Click their name.

Update a physician

1. Open the physician.
2. Click Edit.
3. Update contact details, signer settings, or invitation settings.
4. Click Save.

Delete a physician

1. Open the physician.
2. Click Edit.
3. Click Delete.
4. Confirm the deletion.

Only delete a physician if they are no longer needed for signatures, patient records, or documentation history.