📝 Overview
The Default Clinic Provider configuration allows you to assign billing and medical records to your clinic as a whole, rather than to an individual staff member. This is useful for services that are not tied to a specific provider — such as a nail trim — and ensures those items are tracked accurately on the Sales by Provider report.
When enabled, a new provider option will appear on invoices and medical records listed under your clinic's name.
🛠️ How To Enable the Default Clinic Provider
Navigate to the Settings module
Click the Configurations tab and elect View Configurations
Search for Default Clinic Provider in the search bar at the top right of the list and click Edit to the right of the description
From the dropdown click to Enable or Disable the configuration and click Save
💡 Enabling the Default Clinic Provider will create a new provider option — listed as your "{Clinic Name} Provider" — that can be selected on an invoice item or medical record.
⚠️ Having the Default Clinic Provider enabled does not count against the number of users on your subscription. It replaces the need to use a dedicated user account for assigning non-production items.
When Adding a New Record
Once enabled, you can select the default clinic provider in the Provider field.
💡 This can be very useful for generic items, such as food or any over the counter sales that may be done at reception.
📉 Reporting
Utilizing the Sales By Provider (Detail) report will allow you to see the total sales and breakdown of sales that have been listed under the default cliic provider. To access the report, navigate to Reports > Billing from the left hand navigation or the Billing tab when in the Reports module.
Select the Sales By Provider (Detail) report from the list. You will be presented with a filter, where you can filter for specific providers, such as your default clinic provider to narrow down the results as needed.
The top section is a summary where you can see the breakdown of sales by the provider and the totals at the bottom of the summary section.
❓Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Will enabling Default Clinic Provider use one of my subscription user slots?
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No. The Default Clinic Provider does not count against the number of users included in your subscription.
When should I assign a record to the clinic provider instead of a staff member?
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Use the clinic provider for services or items that are not tied to a specific staff member's production — for example, a nail trim or other non-attributed services.
How will the clinic provider appear on invoices and records?
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It will appear as your "{Clinic Name} Provider" in the provider selection on invoice items and medical records.