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Set your network up, in order, from first login to your first completed visit.
What a provider network isWhat a provider network is, what your dashboard shows, and the six moves that take a new network live.
Roles, boundaries, and who can invite whomThe three provider-network account types, what each one can do, and the boundaries that catch people out.
Your dashboard and setup checklistWhat the Provider Network Admin dashboard shows, how the shared Set up your account checklist works, and where its two links really go.
Patient payment processorThe one choice on /billing: which processor charges patients when your network is the one being paid.
Providers, admins, and delegatesInvite clinicians, admins and delegates, read the roster's filters and statuses, and offboard someone in the order that does not strand their work.
Forms and consentsBuild the intake and consent forms patients complete, plus the forms your own providers and your clients' staff have to sign.
ProtocolsBuild the clinical catalog your network owns — requirements, forms, labs, state exclusions, refill rules — and grant a client access to it.
Formulary mappingsPair pharmacy medications with your protocols and set the directions, strength, size, and days supply your providers start from.
Labs and lab requirementsReview the lab panels your network offers clients, add a new one, link follow-on products — and know that the lab requirement itself is set on Protocols.
Integrations and pharmacyConnect the OnlyScripts pharmacy account, switch on the lab connectors you use, and reach the tools that make prescribing and lab ordering work.
ScriptSure e-prescribingCreate your network's ScriptSure practice, enrol every prescriber, and read the fourteen enrolment statuses so you know who is actually able to prescribe.
Artificial intelligenceSet the models and prompts behind the AI SOAP draft and the Ask AI chart assistant your providers use.
Link and onboard a clientClient Management is a spreadsheet of every client and lead your network works with, and the place a lead becomes a real account.