Your practice profile

Your practice profile holds the office identity that appears on the state filing worksheets you generate — so it’s worth filling in before your first filing.

Edit your practice profile

Open the account menu — your name at the bottom of the sidebar — choose Settings, then the Practice tab. (The Practice tab appears for practice Admins.)

The page captures:

• Office Name
• Office Contact — the member callers and registrars should be directed to.
• Address (Street), City, State (Province), and Zip
• Office Phone
• Billing email — where receipts and payment notices are sent. Leave it blank to use a practice admin’s own address.
• Timezone — used whenever dates and times are shown for this practice.

Choose Save to apply your changes. Your office name, contact, and address are what the WA / OR / VT worksheets and the parentage affidavit print, so a registrar can reach your office.

Belonging to more than one practice

A provider can be a member of more than one practice — for example, if you work with two groups, or you were invited into a colleague’s practice and also run your own. When you belong to more than one, a practice switcher appears in the sidebar: open it and pick the practice you want to act in. Everything you see and record is scoped to the practice you’re currently in.

Start your own practice

If your account was created from an invitation, you belong to the practice that invited you but don’t own one of your own yet. To start one, open the practice switcher and choose Start your own practice (at /practice/start).

Your new practice needs its own subscription — you’re taken to choose a plan next, and until it has one the app asks you to subscribe rather than letting you back in on your current practice’s plan. You keep your membership in the original practice and switch between the two from the sidebar.