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Practitioners

Set up and manage the doctors and therapists who see patients — their credentials, rates, commission structure, default appointment length, and active status.

Auto-generated from the in-app Help for /practitioner-management — source of truth src/lib/help-content/.

Add a new practitioner

Create a profile so the practitioner becomes available for scheduling.

  1. Click Add Practitioner (top-right).
  2. In the Add New Practitioner dialog, enter the First Name (required) and Last Name.
  3. Pick a Title (Dr., DC, LMT, LAc, ND, or Other). The Display Name auto-fills but you can type over it (required).
  4. Optionally add Credentials, then choose a Specialty and a Pricing Tier (both required).
  5. Under Rate Configuration, pick a Rate Type (Per 10 Minutes or Hourly) and enter the Rate.
  6. Under Commission Configuration, pick a Commission Type and set the percentages (see the commission tasks below).
  7. Under Appointment Settings, choose a Default Length and Scheduling Increment, and optionally add a Bio.
  8. Leave Active Status on, set Accepting New Patients as needed, then click Create Practitioner.
💡 Tip: First Name and Display Name are required — you cannot save without them.

Set a fixed or salaried commission

Choose how a practitioner earns on appointments and supplement sales.

  1. In the Add or Edit dialog, scroll to Commission Configuration.
  2. Open the Commission Type dropdown and choose Fixed Rate.
  3. Enter the Appointment Commission and Supplement Commission percentages (both required).
  4. For a salaried practitioner instead, choose Salaried (No Commission) — the percentage fields disappear and a notice confirms they receive no commission.
  5. Review the grey summary box (Appointment Commission, Supplement Commission, CC Chargeback), then click Create Practitioner or Update Practitioner.
💡 Tip: Switching the Commission Type resets the percentages to sensible defaults — set the type first, then fine-tune the numbers.

Set up tiered (revenue-based) commission

Pay commission that scales with the practitioner's revenue.

  1. In Commission Configuration, set Commission Type to Tiered (Revenue-based).
  2. Set the baseline Appointment Commission and Supplement Commission percentages.
  3. Under Revenue-Based Commission Tiers, edit each tier's Min Revenue, Max Revenue, and Rate % (leave Max Revenue blank for "No limit").
  4. Click Add Tier to add a row, or the red trash icon to remove one (you cannot remove the last remaining tier).
  5. Click Sort by Min Revenue to reorder the rows, or Reset to defaults to restore the standard table.
  6. (Optional) In the blue Tier Status Override box, pick a Current Tier Rate and Months at Tier to manually fix the current rate; click Reset to Calculated to undo.
  7. Finish the rest of the form and save.
💡 Tip: The Grace Period line turns to Active automatically when you pick a rate lower than the Baseline Rate shown in the box.

Edit a practitioner

  1. Find the practitioner's row and click the pencil (edit) icon in the Actions column.
  2. Change any fields you need in the Edit Practitioner dialog.
  3. Click Update Practitioner — a "Practitioner Updated" toast confirms the change.

Deactivate or reactivate a practitioner

Remove someone from scheduling without losing their record, or bring them back.

  1. To deactivate, click the orange deactivate icon (a person with an X) in an active row's Actions column — the badge changes to Inactive.
  2. To reactivate, first turn on the Show inactive practitioners toggle so the person is visible.
  3. Click the green reactivate icon (a person with a checkmark) in their Actions column — the badge returns to Active.
💡 Tip: Deactivating keeps the record and history but hides the person from scheduling — prefer it over deleting in most cases.

Delete a practitioner permanently

  1. Click the red trash (delete) icon in the practitioner's Actions column.
  2. In the Delete Practitioner confirmation, read the warning that the action cannot be undone.
  3. Click Delete Permanently to remove them, or Cancel to keep them.
💡 Tip: Deleting is permanent and cannot be undone — deactivate instead if you want to preserve historical data.

Sort, filter, and refresh the list

Reorder the table and control which practitioners appear.

  1. Click any column header (Name, Specialty, Tier, Rate, Commission, Default Appt, Services, or Status) to sort.
  2. Click the same header again to toggle ascending → descending → no sort.
  3. Use the Show inactive practitioners toggle in the filter card to hide or show inactive people (inactive rows appear faded).
  4. Click Refresh (top-right) anytime to reload the latest saved data.