For ClinicAid Stand Alone clients only:

Note: If you are using an Electronic Medical Record (EMR) system (ie Juno, Revolution, etc.) add your providers (practitioners) in your EMR and not in ClinicAid.


The first thing you’ll need to do in order to complete your account setup is to create a provider record. If you’ve already been in touch with one of our support reps, this step may already be partially or fully completed for you.


In case you haven’t had your provider record(s) set up yet, here is what you’ll need to do.

Step 1: From the left-hand side menu, click on the Admin section.

Step 2: Click on Providers.

Step 3: Click on the green “Add Provider” button.

Step 4: Complete the provider information.


*Please note: A physician may work at multiple locations. The information saved in the provider record will be the default information that will appear on all the claims created using that particular provider, unless modified for each individual claim on the Advanced tab. It is also possible to leave this information blank and to complete it per bill using the Advanced tab when creating an invoice, or with the use of default invoices (invoice templates), or by creating multiple provider records (just give them a different name to recognize them when creating invoices so you can select the appropriate one).


Step 5: Click the blue “Create provider” button in order to save the record.

Once you’ve completed all of the fields and saved the record, you should see a new provider displayed in the account. You can view the record by clicking the name of the provider or the little grey eye button on the right. You can make edits to the record by clicking the name of the provider and selecting edit, or by clicking the blue pencil icon on the right. Providers can be set to “inactive” if needed.