Contacts: Customers, Vendors & People

Adding doctors and their profiles

Register doctors in your system with contact details, specialties, and availability.

Jul 11, 2026

Adding doctors to your Usystems clinic creates a directory of healthcare providers and allows the system to assign patients to the correct physician. Each doctor record includes contact details, qualifications, specialties, and scheduling information.

Before you start

  • You have Admin or Users & Roles permission
  • Have the doctor's full name, contact details, and medical license or ID number ready
  • Know the doctor's specialties (Orthopedics, Pediatrics, Cardiology, etc.) if applicable
  • Decide whether the doctor is available for scheduling

Steps

  1. Go to Contacts → Doctors
    Open in Usystems

  2. Click New Doctor or the + button in the top-right corner

  3. Enter the doctor's Full Name (required)
    Use the name as it appears on their medical license

  4. Enter Email and Phone (recommended)
    These are used for internal clinic communication

  5. Enter Medical License Number or ID (optional but recommended)
    This helps verify credentials and improves record-keeping

  6. Select Specialties (e.g., Orthopedics, General Practice, Dentistry)
    Doctors can have multiple specialties

  7. In the Contact Address section, add the doctor's office or clinic location

  8. Set Status to Active if this doctor will be available for appointments now, or Inactive if they are off-duty or visiting

  9. Click Save

The doctor is now registered and can be assigned to patients and consultations.

Setting up doctor availability (optional)

If your clinic uses scheduling features:

  1. Open the doctor's record and click Edit

  2. Look for the Schedule or Availability section

  3. Set working hours and days off if required by your clinic workflow

  4. Click Save

Important notes

  • Doctor codes: Each doctor receives a unique identifier for use in medical records and reports.
  • Multiple specialties: Doctors can practice in more than one field. Use the Specialties field to list them all.
  • Privacy: Doctor phone and email are used internally only. They do not appear on patient-facing invoices.
  • Edit anytime: Update doctor information (name, phone, specialties) at any time without affecting past medical records.

Tips & common mistakes

  • Spelling accuracy: Verify the doctor's name spelling matches their official credential to avoid confusion in medical reports.
  • Specialties help with search: Patients and staff can filter doctors by specialty, so be precise when entering them.
  • Inactive doctors: If a doctor leaves the clinic, mark them Inactive rather than deleting. This preserves their medical history with past patients.
  • User account vs. doctor record: A doctor can have a Usystems user account (to log in and manage patients) separately from their doctor profile. These are linked but distinct.

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