How Networks Work
Roles & Permissions
Daily Workflow

Setup Checklist
Network Settings
Charting Options
Set Up Payments
Enable Integrations
ScriptSure Setup
Configure AI Charting

Managing Providers

Add Providers
Remove Providers
Delegate Accounts
Manage Licenses

Managing Clients

Manage Clients

Assigning Providers

Assign Providers

Create Protocols
Pair Medications
Manage Labs
Build Intake Forms
Knowledge Base

Find Patients
Review Queue
Async Visits
Sync Visits
Update Schedule
Write Prescriptions
Track Orders
Message Patients

Run Reports
Handle Notifications
Get Support
Common Questions

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Full Setup

Every step to configure the network before you see patients.

Setup ChecklistWork through network setup in the right order, from settings to your first live workflows.
Network SettingsConfigure your network profile, hours, security, branding, and operating rules.
Charting OptionsChoose how providers chart visits and reviews, from layout to SOAP tools.
Set Up PaymentsConnect a payment processor and set custom payment instructions for your network.
Enable IntegrationsTurn on the pharmacy, prescribing, and lab services your network depends on.
ScriptSure SetupEnroll your network and providers in ScriptSure so they can e-prescribe.
Configure AI ChartingControl the models and prompts behind AI SOAP drafts and the in-charting assistant.