How do I get started with ''Groups'' BETA version?

We're so glad to have you onboard and excited to get you up and running as fast as possible. This article will cover the essentials of getting started. That includes: 

• Signing up
• Activating the ''Groups'' BETA functionality
• Purchasing group licenses 
• Inviting clinicians to your practice

Note: This article will be updated frequently as we release additional functionality and workflows over the coming months.

Signing up

Free for life users and premium plan subscribers on grandfathered plans need to upgrade their subscriptions before being able to activate the ''Groups'' BETA functionality. For a step-by-step guide on how to upgrade your plan, please see this. 

Premium plan subscribers on currently advertised plans do not require a subscription upgrade and can proceed with activating ''Groups'' BETA. 

Activating the ''Groups'' BETA functionality

1. On your left navigation menu, click on "Account." Next, go to the "Billing" tab. 

2. Go to the "Groups" tab, and click on "Activate groups now."

3. You will get a confirmation screen. To continue, click on "Yes, proceed."

• Note: If the clinicians who are part of your group have individual accounts, please let us know to discuss merging them into your group. 

Purchasing group licenses

Once the ''Groups'' BETA functionality has been activated, you can purchase licenses for each of the clinicians in your group. Here's how:

1. On the ''Owner'' menu, click on "Account."

2. Click on "Group Licenses">"Add Licenses."

3. Here, you will select a plan and enter the number of licenses you will purchase. Once you're done, click on ''Add Licenses''.

4. A confirmation message will be displayed. Click on "Confirm" to finish the process.

• Learn more about how to manage licenses, here.

Inviting clinicians to your practice

Once you've purchased the required licenses, you can invite clinicians to your practice:

Note: If other clinicians' accounts were merged into your group, they will still be able to log in using the same credentials. 

1. On the "Owner" menu, click on "Account."

2. Click on "Group Users">"Add new clinician."

3. Here, you will be able to enter the clinician's email, role and choose the plan according to the purchased license(s). Once done, click on "Send invitation."

4. A confirmation message will be displayed. Click on "Yes, proceed" to finish the process.

5. Each clinician you invited can now go to their inbox to find the invitation email which will contain a secure link that will allow them to create an account. 

As our ''Groups'' functionality is in BETA, the following advanced functionality is currently in development and will likely be ready before the end of 2021:

• Group calendar.
• Group public profile + pre-screen form.
• Group financials.
• E-Rx cross-coverage.
• Note and message viewing within shared charts.

If you have any questions, please contact us.