Professionals

On the Professionals page, you can:

• Search for a professional via the Search-by-name textbox

1. Click the Add Professional button.
2. The following sections will be on the page that loads.
   • Professional information
   • Permissions
   • Document Signature
3. Enter the required additional information, then click Save.

• Active: Full access.
• Inactive: Login disabled.
• Locked: Account locked by MedRegis or clinic admin.
• Suspended: Read-only access; no new entries allowed.

• Edit Icon (Clinic Admin Plus only): Edit a user’s account.
• Lock Icon (Clinic Admin Plus only): Lock a user’s account.
• Eye Icon (Shows for all non-Clinic Admin Plus Users): View the Professional's information

• Select the Enable signatures checkbox to access two options:
  • Automatic Signature: Generates a signature based on the user’s name.
  • Custom Signature: Enables users to upload their signature.