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Licenses

Only clinic admins can manage Licenses for the selected clinic. A clinic license is a credential or authorization issued to the clinic. Keep its number, issuer, and validity dates together here to find the record easily and track when renewal may be due. Your personal professional credentials belong in Account settings → Licenses.

Choose Settings in the clinic sidebar, then select Licenses.

Add a clinic license

  1. Choose Add license.
  2. Enter the License number.
  3. Search for and select the Issuer, which is the organization that gave the clinic the license. Use the add option if the issuer is missing.
  4. Enter Issued date and, when applicable, Expire date.
  5. Choose Add license and wait for the success notification, License saved.
Choose Add license to create the clinic's first record.

The expiry date must be after the issue date. Record the values from the clinic’s credential rather than inferring an expiry date when none is supplied.

Review or correct a record

The license table shows License number, Issuer, Issued date, and Expire date. Select a column heading to sort the list, and use Previous and Next to see more records.

  1. Click the license’s row to open it for editing.
  2. Review the existing number, issuer, and dates.
  3. Change the required fields and choose Save.
  4. Check the updated row and success notification.

The license list stores the details you enter. Adding a record is not a confirmation from the issuing authority or a guarantee that the credential is current.

Delete a license record

Select the trash-can Delete icon at the end of the intended license row. Review Delete license? and the named record, then confirm. The selected license record is permanently removed from this list.

If you are correcting a typo, edit the record instead of deleting and recreating it. Deleting a clinic license does not cancel the real-world license with its issuer.

If a license cannot be saved

Check the number and issuer, and make sure an expiry date is later than the issue date. If issuer search has failed to load, restore the connection and retry. If the license list shows a load error, retry before assuming the clinic has no licenses and creating duplicates.

For personal professional licenses, see Licenses.