Where to find it
Your name (top right) → My account → Clinics → Add clinic
When you enter for the first time the Dashboard shows "Register your first clinic". That button and the one in My account → Clinics open the same window.
- Choose "Register a new clinic".
- Type the NPI and press Search: name and address fill themselves. If you do not know it, the link takes you to the official registry.
- Choose the service type (Nurse Registry, Home Health or Mental Health). It decides which papers and forms apply, so choose carefully.
- Complete address, phone and, optionally, the EIN. Press "Register clinic". The first clinic of your plan is included; each additional one is added to your subscription and you will see the price before confirming.
Right after registering you can press "Invite my team" — the same door as the Team tab.
Check the service type before opening files: it decides which papers every file asks for. If you picked the wrong one, correct it in My account → Clinics → Edit before creating the first file.
