Clinic & team

Add doctors and receptionists

Give every team member their own clinic access.

Guide for clients · Rapivexa 1.0.4 · Reviewed 6 October 2026

Rapivexa team screen from a sample clinic
Actual local CRM screen using a sample clinic. Click to enlarge. Provider connection is not implied.

Step by step

  1. Sign in as clinic admin and open Team profiles.
  2. Choose Add a doctor or receptionist and select the correct role.
  3. Enter the staff profile, select the permitted clinic locations, and set a unique password of at least 14 characters.
  4. Save the account and note the automatically generated username: doctors use DR and receptionists use RR with their own number.
  5. Give the staff member the clinic link and credentials privately; ask them to sign in with their own account.

Keep in mind

The plan staff allowance includes the clinic admin. Access is limited by role, assigned locations and subscription features. Do not share the clinic admin login with the whole team.

Menu names and available actions can vary by specialty, role and plan.

Related guides

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