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. Sign-up is a four-step wizard.
Walkthrough
Step 1: Create your account
Work email plus a password (8+ characters, with a strength meter).
Step 2: Tell us about yourself
| Field | Required? | Notes |
|---|---|---|
| First / Last Name | Yes | Must match the name registered with your NPI. Middle name optional |
| Preferred Display Name | Optional | Shown in place of your legal name where applicable |
| NPI Number | Yes* | 10 digits; click Verify NPI to check it against the registry before continuing. Changing your name or NPI afterward re-requires verification |
| Provider type | Yes | The primary taxonomy of the NPI number |
| Address | Yes | Your practice address |
| Designation | Yes | e.g., Dr, RDN |
| Organization name | Yes | Or your full name if self-employed |
*A Special Access Code field lets invited pilots skip NPI verification; with a valid code the NPI becomes optional.
Your account is created at the end of this step and a verification code is emailed to you.
Step 3: Personalize your workspace
Three quick picks (patient population, clinical focus, care model) that shape your default views. Skippable; editable later under Settings → Caseload & Focus (details).
Step 4: Verify your account
Enter the emailed code. Use Resend Code if it expired; you're signed in automatically after verifying.
After sign-up
- Set your default note format and units under App preferences.
- Add a profile photo under Profile → Profile Details (it appears on patient-facing surfaces).
- Connect Google Calendar and Calendly.
- Configure your patient onboarding defaults.
Joining an existing organization? An admin sends you an email invite from their Members page; the invite link walks you through password, verification, and profile. Links expire after 7 days.