Adding Certifications/Licenses for Clinicians

Modified on Fri, May 22 at 10:22 AM

Synergy allows your agency to customize and track clinician certifications and licenses, including expiration dates.

Add Certification/License Types (Agency-Wide Setup)

Before assigning certifications to individual clinicians, you must first define them for your agency.

Steps:

Go to Settings > Agency Set-Up Information
Double-click your agency name to open the settings
Navigate to the Certifications / Fee Schedules tab
Click New Certification
Enter the Certification or License Name (e.g., RN License, CPR, IV License)
Click Save

These will now be available on each clinician profiles.

Entering Certification Information to Individual Clinicians

Once certifications are added in the agency setup:

Go to Clinician > Clinician Library
Open the clinician's profile
Scroll to the Certifications section
Enter details such as:
- License/Certification Number
- Expiration Date
Click Save

Tip: Synergy EMR also has a report that can help track expiring/expired licenses.

This FAQ was generated based on Synergy AI/EMR App Version 7.0.38.36159 and Dashboards Version: 7.0.38.14741

Important: The information in this FAQ is based on the software version available at the time of publication and is subject to change. Please use the software responsibly. HealthCare Synergy is not liable for any issues resulting from outdated or incorrect use of this information.