Set up a care team

Invite a teammate

1. 1
   Open Providers

   Administrators can choose Add teammate from the provider roster or setup checklist.

2. 2
   Enter the teammate details

   Add the full name and email address, then choose the appropriate role.

3. 3
   Send the invitation

   The invitation is valid for 72 hours. Clinician and staff accounts are unlimited under insurance-first pricing.

Understand responsibility

• Each client is assigned to one provider at a time.
• The assigned provider opens the care workspace and completes the provider actions for that client.
• Administrators manage teammate access, roles, the shared roster, and reassignment; administrators do not automatically receive clinical access to every client.
• Members can add clients to their own assignment and see their assigned clients.

Before removing or reassigning

A provider must not have assigned clients before leaving or being removed. Pause or resolve any active paid review order before reassigning its client.