1. Choose your Practice Type
You must select Group Practice during the sign-up journey to enable team management features.
Small Groups (2–20 members): Immediate access after email verification.
Large Groups (20+ members): You will be prompted to join the Enterprise Plan for custom setup and migration support.
2. Select your Access Level
Your role determines your access to Protected Health Information (PHI).
Licensed Clinician: Select this if you provide patient care. You must verify your NPI number.
Business/Administrative Owner: Select this if you manage operations only. This role restricts clinical data access to maintain HIPAA compliance.
Note: If you do not know your NPI, you can search the Official NPI Registry.
3. Choose your Billing Structure
During setup, you will connect to Stripe. You must choose how your practice handles revenue:
Centralized Billing (Recommended): All patient payments flow into one main practice Stripe account.
Individualized Billing: Each clinician connects their own Stripe account to receive payments directly.
4. Invite your Team
You can add staff during onboarding or later via the Manage Team Permissions page.
Assign Roles: Select roles such as Biller, Scheduler, or Therapist. This ensures staff only see the information required for their role (e.g., a scheduler can see the calendar but not clinical notes).
Staff Onboarding: Your team will receive an email to set their password. Clinicians will be prompted to verify their NPI upon their first login.