Solo Practice Onboarding Guide

Let's get you set up!

Follow along with this interactive walkthrough as we get your practice portal set up together! We recommend having it pulled up side-by-side on another window. If you run into any questions along the way, feel free to reach out to us at

To start, just follow the instructions on the demo below:

If you are curious what the client setup process looks like, take a look at this walkthrough!