Provider Profiles

Before you start

Every nurse, provider, and staff member has a profile in Personnel. A profile holds their contact details, starting location, roles, the services they can perform, and their hours. You'll need the business owner role to add or edit other people's profiles.

Step 1: Open a provider

1. In the side menu, select Personnel. You'll see everyone on your team and their role.
2. To add someone, select New profile, choose a role, enter their name, title, and email, and check Send invitation so they can create their login. See Setting Up Your Account for the full steps.
3. Select a person to open their profile.

Step 2: Review their profile

• Contact Details: email, mobile, and organization. Select the pencil icon to edit.
• Location: where they start their day. Select Save location so dispatch can match them with nearby visits. A location marked "Not geocoded" isn't being used for matching yet.

Step 3: Set what they can do

• Assigned Roles: control what they can see and do in NomadMD. Select Assign role to add one. See Roles & Permissions.
• Assigned Procedure Profiles: control which services they can be booked for. Select Assign procedure profile.
• Weekly Availability, Additional Availability, and Blocked Time: their hours. See Availability Windows.

Build procedure profiles

1. In the side menu, select Procedures, then the Profiles tab.
2. A procedure profile bundles the services someone is trained for, like "IV Specialist" or "Full Service Nurse". Select Add to create one, or select an existing profile to change its services.

Tips

• Keep every provider's location current. Dispatch uses it to offer visits to the closest person.
• A provider with no procedure profile can't be booked for any service.
• To hide someone who has left, archive their profile. Turn on Show archived in Personnel to see archived profiles.