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:


  • 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 Tab.

  2. Search for the student practitioner, choose an option to:

    A.) Search bar - by typing their name

    B.) Filter system - by selecting Role > Practitioner Student


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

  4. To assign a Practitioner role, click the Account tab on the User's modal, and then click the Upgrade button.

  5. A prompt will appear asking for the practitioner's registration number or license number. If you don't have this information yet, you can skip this step for now. Then click Upgrade to confirm the action.

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