Individual Provider: Managing Your Account


Managing your Account


Inviting a New Patient into your Practice:

To invite a new patient into your practice, simply click on “Patients” in the menu at the top of the window, next click the “Invite” green button at the top of the screen. Enter the patient's email in the text box and click “Invite”. You will get a message saying the patient has successfully been invited and sent an email. The patient will receive an email to sign up and create their profile.


Checking Status of an Invited Patient:

 In the patients tab, under patient listings click the “Invited” tab. You can now see the patient’s email, invitation date and actions. Under “actions”, you can click the “Send invite again” button to send another sign up email to the patient.

Removing Patients from your Practice:

To remove patients from your practice, please submit a request to our Support Team and include the following information:

  • Practice Name
  • Email address on your provider account
  • Patient's first name, last initial, and email address (example: Jane D.,

Managing your Payment Settings:

At the top right of the screen, click on your name and select “My Practice”, then click on the payment settings tab. Under “Payment Detail Settings”, you can fill in your payment description, payment amount, and payment duration. When finished, click the “Update” button to save your settings.


If you are using Stripe:

Make sure to connect your stripe account in order to start accepting live payments. At the top right of the screen, click on your name and select “My Practice”, then click on the “Payment Settings” tab. Next click the “Connect stripe account” button. You will be asked to fill out a few questions. If you do not have an account, you can make one for free at Once finished click the “Authorize access to this account” button.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request