Sign up & profile
Your clinician profile drives what patients see on invite emails, what appears on session PDFs, and the provider fields on every billing document.
Walkthrough
What you'll provide
| Field | Required? | Notes |
|---|---|---|
| NPI | Yes | Verified against the NPI registry on submit |
| Legal name | Yes | Must match the name registered with your NPI |
| Designation (RD, MD, NP, PA-C, …) | Yes | Patient-facing surfaces |
| Preferred name | Optional | Shown on invite emails and the in-app patient view |
| Credentials | Recommended | Session PDFs, billing |
| Profile image | Optional | Invite emails, in-app patient view |
| Organization | Auto-set | See Administration & team |
After sign-up
- Set your default note format and units under Preferences.
- Connect Google Calendar and Calendly.
- Configure your patient onboarding defaults.
Joining an existing organization? An admin invites you directly, or you join via a shared organization code.