You need to invite providers to join your Clinic account. To invite providers: 

  1. Go to Account Settings from the dashboard 
  2. Then Clinic Settings
  3. Expand the Manage Users section 
  4. Click on Add Users
  5. Enter the provider's emails 
  6. Choose the Send invite option
  7. Send email invites by clicking Add users

Send Invite vs Create Account

Notice you can either Send an Invite or Create an Account.

Send invite

This will send an invitation email to the user prompting them to create an account. They'll need to follow the link provided and fill out the information below. In your clinic settings under manage users, it will show the invite as pending until they create the account.

  • Note: If you are an admin trying to open invites on your own device you must log out before clicking the invite link. If you are not taken to the sign up form above, you'll need to reset the user password from your Clinic Login.

Create account

This will send them an email with an auto generated password to log in. They will show up right away in the manage user section as active. This is helpful if you want to change settings or set up their account right away.

Note: You'll need to add more seats before being able to invite additional providers.

Known Issue: If you have trouble opening the URL, copy the URL from the email and open it in an incognito window. Still having trouble? Try Resetting the Password.


If you have any questions or need help, please contact our support team or schedule a support video call

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