If your clinic is interested in gaining access, please contact your Account Manager or email [email protected]. Our team will need to link your selected accounts on the backend, connecting them under a single Enterprise Portal.

To add a user, navigate to Settings > Users under the Navigation sidebar.

There are 2 roles to choose from: Enterprise Admin or Auditor.

To add a user, click the Add User button on the top right.

Select the role from the Role field dropdown, and enter the users email address in the Email field. Click Save when done, and the user will receive an email with access to the enterprise portal.

In the bottom-left corner of the portal, beneath the Navigation menu, you’ll see your name. Click it to choose your screen lighting preference. From left to right, the icons represent daytime (sun), nighttime (moon), and your device’s system setting (screen).

To log out, you will find the Log out option below the screen lighting setting

On the top right of the screen, you will see a Clinics button, with the number of linked accounts. Click on this option to manage your linked clinics.

You will be able to search a specific clinic from the search bar at the top. Any clinic that is toggled on (in green) will be linked to the portal. To unlink a clinic, simply toggle the switch off next to the clinic name.

On the bottom of the form, save time when needed and you can Select all, Deselect all or Reload the list of clinics. Make sure to select Save & Apply when your edits are complete.

When you first log in, you’ll land on the Dashboard—your central hub for all your linked clinics.

The Dashboard is customizable, allowing you to focus on the data that matters most to your business. You can personalize your Dashboard by adding or removing widgets. Click the gear icon on the top right, just below the Clinics button.

Choose Add a widget, and from the list that appears, select the widgets that best fit your needs. Each one will appear on your Dashboard as soon as it’s clicked.

You can rearrange their order by dragging them around or expand any widget by hovering over it and selecting the expand icon in the bottom-right corner.

To remove widgets, you can delete a single widget by selecting the red X on its top right or remove all widgets at once by choosing Remove All Widgets. Additionally, you have an Undo option if you wish to undo any widget you deleted.

When you’ve finished making adjustments, click the X on the top right to close the customization menu.