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Switching between accounts and practices

Move between your solo practice, owned group practice, and invited practices with one login.

You can use one email address for your solo practice, a group practice you own, and other practices you join.

In this guide, we'll cover:

  • Switching practices

  • Understanding account limits

Switching practices

To switch practices:

  1. Open your profile or practice menu in the upper-right corner.

  2. Choose the account or practice you want to open.

Your solo workspace is labeled Individual Practice. Group workspaces use the practice name.

Understanding account limits

One email address can be connected to:

  • One solo provider account

  • One group practice that you own

  • Multiple group practices that have invited you

Important: A solo account and a group practice remain separate workspaces. To begin using group features, create a new Group Practice and use the account switcher to move between them.

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