Start your registration and choose Group Practice to set up team management.
In this guide, we'll cover:
Choosing the practice type
Choosing your access level
Setting up billing
Inviting your team
Choosing the practice type
2 to 20 team members: Get access after verifying your email.
More than 20 team members: Follow the prompt for the Enterprise Plan and migration support.
Choosing your access level
Licensed clinician: Choose this if you provide patient care. You will need to verify your National Provider Identifier (NPI).
Business or administrative owner: Choose this if you manage operations without needing clinical data.
If you do not know your NPI, search the official NPI Registry.
Setting up billing
Connect Stripe, then choose how your practice will receive patient payments:
Centralized Billing: Payments go to one practice Stripe account.
Individualized Billing: Each clinician connects their own Stripe account.
Inviting your team
Invite team members during setup or later from Manage Team Permissions.
Choose the role each person needs.
Each person receives an email invitation.
Clinicians verify their NPI after signing in.