Adding Users to Your Practice
Managers can add providers and staff members from the My Practice page.
To begin:
- Go to My Practice
- Select the Users tab
- Click Add Users
You will see two options:
- Individual – add a single user
- Multiple – add several users at once
Both methods allow you to add providers and staff members to your practice.
Provider vs Staff Member
When adding users, you will choose whether the user is a Provider or Staff Member.
Providers
Providers include:
- Medical Doctors (MD)
- Doctors of Osteopathy (DO)
- Nurse Practitioners (NP)
- Physician Assistants (PA)
Providers are connected to patient surveys and feedback reporting, so additional information is required when adding them.
This allows Protoqual to:
- Automatically include providers in surveys
- Attribute patient feedback to the correct provider
- Generate accurate patient experience insights
Staff Members
Staff members include clinical and administrative team members such as:
- Nurses
- Medical assistants
- Front desk staff
- Office staff
- Support staff
Staff members do not require provider-specific information and can be added more quickly.
When to Use Each Method
Use Individual when:
- Adding a single provider or staff member
- Adding users one at a time
Use Multiple when:
- Adding several staff members at once
- Importing providers using a spreadsheet
- Onboarding a full team