Dr. Amy has seven other doctors in that practice. Team lists the organization's members with their role, location (or, for a practice group administrator, their practice group), discipline and status. The invite form asks for a practice group when the role is Practice group administrator, and for a location for everyone else. Invite a team member by email; they open the link, see the organization, the location and their role, confirm their name, choose a password and land on the panel. Afterwards they sign in at the IDC Team sign-in with that email and password — one identity across every patient the practice follows. A clinician who already has an ExpressAgain login with that email keeps one password everywhere.
Admins change roles, disable members and resend invitations. Staff rows carry works with — the providers whose patients they see. The server re-checks every change: nobody disables or demotes themselves, and the organization keeps at least one active admin. When someone's role changes, they get an email saying what they can do now.
An agency (an organization of the kind agency) can also invite by mobile phone: the page shows the invitation as a text to copy or open in Messages and send from your own phone, and the person types their email when they join. Each row then has Team file, the papers and skills checklist the agency keeps once for that person (see Your agency profile and team file).
While an organization is in preview (before its agreement is signed), the team is small: three people unless ExpressAgain agreed another number with you, and invited and active people both count (a disabled person does not). Team shows it as, for example, Preview: 3 people (1 used). Administrators invite as they always do, up to that number. A provider may invite too: a staff member who works with them, such as the person who takes the calls for that provider, or another provider, both at the provider's own location. Staff invited by a provider work with that provider and see that provider's patients. Staff never invite. When every place is taken, Invite a team member is replaced by Ask for more people, Book a call and Unlock all practice features. Changing roles, resending an invitation and disabling stay with the administrators, as before; re-activating a disabled person needs a free place too.
What it looks like
Screens at phone width, with sample names — no real person’s information.
