Skip to main content

Practitioners

The Practitioner Dashboard follows the same layout as the Patient Dashboard and lets you search, create, and manage practitioner records. Open it from Tools > Practitioners in the sidebar.

note

Requires the practitioner-viewer or practitioner-manager UI feature code.

Dashboard Overview​

Practitioner Dashboard

The page is split into a search panel, a result list, and a detail panel.

Searching for Practitioners​

The search form provides:

  • Name - partial name matches are supported.
  • Identifier / ID - search by NPI, license number, or FHIR resource ID.
  • Status - filter by Active, Inactive, or All.

Click Search to query. An empty search lists all practitioners.

Viewing Practitioner Details​

Click a practitioner in the list to see their details on the right, including name, identifiers, and associated organizations.

Creating and Editing Practitioners​

Click + Create Practitioner to open a blank form, or select an existing practitioner and click Edit in the detail panel. Fields include:

  • Given name and family name
  • Identifiers (NPI, license numbers)
  • Active status
  • Contact information

Generating Access Tokens​

As with patients, the detail panel offers One-Time Token and Durable Token buttons to generate API tokens scoped to the selected practitioner.