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, share Personalized Formats, 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.
3. Review Your Group’s Information
In the dashboard, you’ll see a list of email addresses linked to clinician accounts under your group, helping you track who’s part of your plan. From here, you can easily share Personalized Formats by clicking the Share Formats button and choosing whether to send to the entire team or select a specific clinician. Learn more about sharing formats in this article. At the bottom of the tab, you'll also find your billing details, including the monthly total, which reflects the number of active clinicians and your group discounted price.
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.