Add and remove practitioners in PT Direct
PT Direct allows you to buy and assign (additional) Physitrack licences to practitioners in your clinic or practice. You can also easily remove the practitioners who no longer work for your clinic or practice and reassign the vacant licence to a new practitioner.
Please note that Physitrack offers two methods of licence management. This page tells you how to add and remove practitioners in PT Direct. If you or your practice doesn't use PT Direct, you can add colleagues to an individual subscription. Read how to do this on this page.
Adding practitioners
- Log in to PT Direct.
- Click on Users at the top of the left-hand menu and then on + Add user.
- Enter the practitioner details you want to add to PT Direct, then click Save when done.
- Don't have a free licence available to assign to this new practitioner? The cost of the added licence will then be automatically charged to the payment method on your PT Direct account. On your next invoice, you will see a proportional charge for the added licence(s) for the remainder of the calendar month, as well as the new number of licences. Of course, you can also first purchase a number of licences at once and then assign them to healthcare practitioners. Read here how to do that.
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Don't have a payment method in your PT Direct account yet? Without a payment method, it is not possible to buy licences and add practitioners. Please add your payment method first.
Not applicable if you are billed manually.
- The practitioner just added is now listed as (unconfirmed). We will send them an email informing them that you want to add them to PT Direct. If they already have a Physitrack account and log in, they will see a message prompting them to accept or decline your invitation. Once the practitioner accepts the invitation, they can use Physitrack immediately.
Note: Only after the practitioner accepts the invitation will you be able to link their Physitrack account to the practice management system (PMS) or electronic medical record system (EMR) that you use.
Removing practitioners
- Log in to PT Direct.
- Click on Users, at the top of the left-hand menu, and then on the name of the practitioner you wish to remove.
- At the bottom of the window that opens, you can easily transfer this user's patients and the exercises they added to a colleague. To do this, select the patients and/or exercises you wish to transfer, choose the colleague to transfer them to and then click the Transfer patients and/or Transfer exercises buttons.
- Then click the button to remove the practitioner, and you're done! You can now assign the freed-up licence to another practitioner.
- After a user is removed from PT Direct, they no longer have access to patients and content shared with them. Similarly, colleagues no longer have access to patients or to content shared by this practitioner. To avoid this, you can transfer patients and content to a colleague before removing the practitioner. See above, at point 3, how to do this.
- When you remove a user from PT Direct, their Physitrack account is not deleted from our servers. The practitioner can continue to use Physitrack but will need to purchase a subscription the next time they log in. Please contact us if the user's account needs to be permanently deleted.
- After removing a healthcare practitioner from PT Direct, you can assign the freed-up licence to a (new) colleague. If you no longer need the licence, you can also remove it so that you no longer pay for it. Note: this is a separate step! Read here how to do this.