Adding new team members

Follow these steps to add a new team member:

  1. Go to Settings —> Organization
  2. Scroll to the Team Members section (bottom of page)
  3. Check as many permissions as you’d like your team member to have (Clinician, Clinical Staff, etc.)
  4. Enter required information for your new team member under “New User Permissions”
  5. Click “Invite”

Once new team members are invited, they will receive an email invite to reset their password. If their password link expires, please see the related article below for instructions on how to resend.

Note: DOB and NPI will only be required for certain user types. You’ll see an * displayed next to each required field. For example, if you check the “Clinical Staff” box, you’ll notice that DOB becomes required.

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