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Creating a group practice from your solo account

Create a group practice from your existing solo account and switch between both workspaces.

You can create a group practice while keeping your existing solo workspace. Use the same login to move between them.

In this guide, we'll cover:

  • Signing in

  • Creating the group practice

  • Entering practice and billing details

  • Inviting team members

  • Switching between practices

Signing in

To sign in:

  1. Sign in to your existing solo provider account.

Creating the group practice

To create the group practice:

  1. Open the menu in the upper-right corner.

  2. Select + Add new group practice.

Entering practice details

Follow the prompts to enter your practice name and other requested information.

Note: Allia is free for group practices with fewer than 20 clinicians. Practices with 20 or more clinicians use the Enterprise Plan and can contact Allia for setup and data-transfer support.

Choosing the billing setup

Choose the billing option your practice will use for cash payments and copays.

Note: This choice does not apply to insurance payments.

Inviting team members

After the practice is created, you can invite team members now or later.

  • Each person receives an email invitation.

  • They must accept the invitation to join the practice.

  • For permission setup, see the team permissions guide.

Switching between practices

Open the menu in the upper-right corner, then choose your solo or group practice.

Tip: If a teammate cannot find their invitation, ask them to check their spam or junk folder.

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