Many practices start on ExpressAgain before their agreement is signed — often because one doctor already follows a patient whose family uses the app. Until the agreement is signed, the organization is in preview. The panel shows a calm banner: the organization is in preview, you can see the patients whose families have added you, and (while any are left) how many more you may enroll.
In preview, who sees which patient is exactly as it always is: a provider sees the enrollments where they are the primary provider or hold access, and each enrollment starts with the family's own yes. The organization may enroll a small number of patients to see how it works — the number is set per organization by ExpressAgain (three unless agreed otherwise; invited and enrolled patients both count, ended ones do not). At that number, Enroll a patient is replaced by Ask for more patients, Book a call and Unlock all practice features. The team is small too: three people unless agreed otherwise, invited and active people both counting. Administrators invite from Team, and a provider may invite a staff member who works with them or another provider, so the provider is not the only one trying it. At that number, Invite a team member is replaced by Ask for more people, Book a call and Unlock all practice features.
Settings shows the same numbers. The patient capacity reads, for example, Preview: 3 patients (1 used), with Ask for more patients beside it. Your plan reads Preview (before the signed contract), names the package that starts once the agreement is signed, and counts patients, users and locations against the preview: patients and users against the preview's numbers, locations against the locations the package includes (one when it names none). Add-ons that raise a number read On after signing; a feature add-on that is on works in preview; anything else reads Not in preview, with Unlock all practice features. Once the agreement is signed, Your plan shows the package and its numbers.
Book a call opens a 30-minute demo: the practice demo, a hospital demo for a health system, an agency demo for a home care or home health agency, and a hospice and palliative program demo for a hospice. Unlock all practice features (or agency, hospice or organization features, by the kind of organization) sends ExpressAgain a request — nothing about a patient — and shows the booking link. When the agreement is signed, the organization is fully set up: the preview limit is gone, administrators invite their own team, and every active member gets an email saying so. A doctor who already signs in to a family's circle with that family's care-team code keeps that sign-in; the patient appears on the panel once the practice enrolls them and the family accepts.
A preview runs for a set number of days: 14 unless ExpressAgain agrees another number with you, such as 7 or 30. The clock shows wherever the preview does — the panel's banner, Patients and Team read, for example, Preview: 3 patients, 12 days left, and Your plan on Settings says the same under its header. When the days run out and no package has been picked, the panel reads Your preview ended, and Enroll a patient, Add a client, Bulk enroll and Invite a team member are replaced by one line: Your preview ended on that date; to keep adding patients, pick a package. Pick a package opens Your plan, where Unlock all practice features sends ExpressAgain the request. Everything already set up keeps working: the patients on the panel, their dashboards, the feed, reports and the team. From that day each family the organization sponsored is on the family's own plan — nothing recorded is lost, and the family keeps the organization on its Care team page — and both sides see one line: Sponsorship ended with your preview on the organization's Patients page, and, on the family's Care team page, that the organization's sponsorship ended and the family is on its own plan. A preview is one per organization: a second organization opened by the same people (the same email, business email domain, phone, EIN or website) starts with no free patients and reads A preview was already used by that organization; ExpressAgain can grant it a preview when it is a real second organization.