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A new practitioner joined. Do we need to reinstall?

No. The Docnote forms already in PS Suite work for the new practitioner too. Nobody needs to download or import anything. There are two things to check.

Before you start

The new practitioner needs to be on your practice's team in Docnote. See How do I invite a team member?

Add their site number and professional ID

In Docnote, go to Settings, then the EMR Connectors tab, and click Configure on the new practitioner's row. Enter their PS Suite site number and professional ID, then click Save identity. An Owner or Admin can do this for them, or they can do it themselves.

The full steps are in How do I add my site number and professional ID?

Show the toolbar on their patients' charts

The Docnote toolbar shows on a chart through a reminder your office set up in PS Suite. If that reminder lists doctors one by one, with a Doctor Number line for each, add a line for the new practitioner. Otherwise the toolbar won't show on their patients' charts.

If the reminder goes by who is signed in instead, add the new practitioner's initials if they'll use the forms themselves.

More on the reminder: The toolbar is missing on some charts.

What happens next

The new practitioner appears in the Practitioner list on every Docnote form in PS Suite. Their requests reach Docnote under their name.

Still stuck?

If something doesn’t look right, our customer support team can help. Contact customer support or email support@docnote.com.