Questions answered in this article:

  • How do I upgrade my student practitioner to a practitioner within the clinic?

  • Do I need to create a new account for my student practitioner?

View the instructional video(s) on this topic below:

Related articles:


  • This is a temporary way of upgrading a student user to a practitioner within the clinic. The team is in the process of making the workflow more seamless when assigning roles.

  • When upgrading a Practitioner Student or intern to a Practitioner’s there is no need to create a new account.

  • Any records that have been created previously by the student are preserved. The records will now be associated with their new “Practitioner” role using the same account.

  1. Go to the Clinic Users Page by clicking the Clinic Users Tab in the My Office menu from the top left corner. 


  1. To search for the student practitioner, choose an option to:

  1. Search bar - by typing their name


  1. Filter system - by selecting role > Practitioner Student


  1. Choose and select the student practitioner on the Clinic Users page.


  1. To assign a Practitioner role, click the Clinic tab on the User’s modal.


  1. Notice the Application Role section on the Clinic tab. 


  1. Click the Edit button beside the Application Role section.


  1. To remove the role of a Practitioner student, uncheck the box from the list.


  1. Click the Save button below the User modal.

Note: This is not the final step, you still need to re-add the Practitioner role.


  1. To add the Practitioner role on the student, reopen the user modal of the student by repeating steps 3-6.

Note: Notice how the Practitioner student role is already unassigned to the user.


  1. Check the box of the Practitioner role from the list.

Note: Don’t forget to fill in the custom fields for the Discipline and Compensation Tier of the user.


  1. To save the changes made, click the Save button below the modal.