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Wondering about someone to walk us through transition from single to group practice with SP?




  • Sara

    Hi Michael,

    I see that you were able to create a Help Request to receive assistance with this. I will leave comments open in case anyone else wants to offer advice for this.

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  • Sara

    Hi Nancy,

    Yes you are correct that you will need to add a clinician before setting yourself up as a supervisor. To add a clinician to your account, go to Settings > Team Members. Here is a helpful Help Center guide on how to complete this process of starting a group account: Adding and managing team members.

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  • Nancy Morales

      I want to add a supervisory role to my profile and add an intern to my practice.  When I try to change my profile, the checkbox for supervisor is not there.  I assume that's because I haven't converted my practice to the group yet?  Do I need to convert first, and if so can anyone tell me how?

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