Managing Surgeons & Providers

Practices offering both surgical and med spa services need to distinguish between surgeons (who perform surgery) and providers (who perform med spa treatments).

Provider Types

• Surgeon – Appears in surgical quote workflow
• Provider – Appears in med spa quote workflow

Staff members can only be one type. If someone does both, create them as a Surgeon (they can still be referenced in med spa contexts if needed).

Setting Provider Type

1. Go to Admin → Surgeons (or Providers depending on your practice type)
2. Click Add or edit an existing staff member
3. Select Provider Type:
   • Surgeon
   • Provider
4. Save

In the Quote Builder

• Surgical quotes show only staff marked as “Surgeon”
• Med spa quotes show only staff marked as “Provider”