Practice

A practice is the clinic you work at. Setting one up lets you share templates and patients across a team and bill from a single account.

Practice page with practice profile card, team members table, and invite button

Practice profile

The profile holds the clinic name, address, phone, and logo. The logo appears on discharge notes and any PDFs you export.

Practice profile edit form with name, address, phone, and logo upload field

Team members

The team table lists everyone with access. Admin members can invite, change roles, and remove members. Regular members can only change their own account settings.

Team members table with name, email, role dropdown, and remove button per row

Inviting a member

Click Invite, enter an email, and pick a role. They’ll get an invite email; once accepted, they appear in the team list with access to practice-level templates and patients.

Invite member dialog with email input and role selector (Admin vs. Member)

Roles

Admin — manage members, billing, and practice settings
Member — record encounters, view team patients, manage own account

Leaving or transferring

If you’re the only admin and need to leave, promote another member to admin first. Contact support if you need to transfer ownership between practices.