The Group Admin Dashboard is designed to help group practice owners manage their team more efficiently. From this dashboard, you can view all clinicians under your group plan, add or remove team members, share specific Customized Templates, and review billing information, all in one place. This guide walks you through how to access and use each part of the dashboard.
1. Open Account Settings
Click your account icon in the top right, then select Account settings from the dropdown.
2. Access the Group Admin Dashboard
In the settings menu, click on the Team members tab to open your Group Admin Dashboard. In this tab, you’ll also find your group billing details, including the total number of active clinicians, and price per clinician.
3. Manage Your Group
Inside the dashboard, you’ll find a list of email addresses linked to clinician accounts under your group. From here, you can:
Add a new member: Invite a clinician by entering their email address, and following the on-screen instructions.
Remove a member: If a clinician is no longer part of your practice, you can remove them directly from the list.
4. Share Customized Templates
You can share your Customized Templates directly from the dashboard. Choose whether to:
Share with your entire team.
Share with selected team members.
Decide exactly which template(s) to share - either one template or all of them.
For any further questions, feel free to reach out to us at [email protected]. We are here to help and honored to support you in your truly important work.