Watch this demo for group practices, or read below to learn about the different features.

For group practices, you can have admin account(s) that control and have visibility over all other accounts. As the admin, you will have access to the Practice Settings. Here are the different things you're able to do:
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Invite practice members by going to your Practice Settings.

The admin can set up the account for the practice members in Settings by navigating to Practice Members > Claims. Just click on the pen icon!

You can have members or admins. A provider can manage their own profile. Admins can manage all aspects of the practice, including inviting providers, moving clients between providers, and performing tasks on behalf of other providers in the practice.

Your practice can have multiple admins. Just click on the dropdown under role in Practice Members > Account. Select the new role and click on submit!

Note: you will only be able to change the roles to admin if the member has created an email and password account.

Disabling this provider means that they will lose access to their account, they will not appear in lists of providers that are associated with this practice, and they will not be searchable by clients.

To disable providers you can click on the eye next to their name:

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To reactivate providers click on View Disabled Providers, select the provider, and choose Reactivate Providers.

You can add all of the different providers to the Benefits Checker and modify their services and fees! Just navigate to Practice Settings > Benefits Check.

Check out our how to guide on adding providers to the benefits checker here.