Administration & team

Admin-only configuration for your organization. Solo clinicians can skip this section.

In this section

Organization setup — name, NPI, tax ID, address
Team members & roles — Admin / Member / Viewer
Plans, seats, patient limits — Free / Pro / Practice / Enterprise
Subscription billing — how you pay for the platform itself

Organization-wide patient defaults (tabs and cards) live under Layout customization in the Settings docs.

Well-child visit prep Organization setup