How to Add or Remove User Seats
User seats can be added or removed by the Account Owner within Settings > Practice.
- The account owner is the user who set up the account for the practice. Other users will not see this feature.
The function can be found in the Subscription section of the practice view. The user can see the current number of seats, the current and next billing periods, and a helpful cost breakdown for their next bill.
When selecting the [+Add/Remove Seat] button, the user will be able to adjust the number of seats by clicking either the “add ⏶” or “ remove ⏷ ” arrows.
Once this is done you can click review and a New Monthly Rate box will pop up asking you if you would like to confirm:
How to remove a User
If a change was made in error and you would like to remove a user or would like to remove a user because they are no longer with the practice:
Users can be made inactive within Settings>User
- The user would be listed under Care Provider.
- Click the name of the user you wish to remove/set inactive and you will be taken to their profile page please click edit:
- This will then take you here and you will be able to set the user inactive by clicking “No” and then “Save Changes”:
