Creating a Team will allow users to collaborate on cases and can centralize billing for everyone on the team to a single account.
How to create a team
1. Access the Teams page
Go to Your Account, then select Teams to view the team management dashboard.
2. Initiate team creation
Click Create Team or New Team to open the setup form.
3. Enter practice or department name
Type the name of your clinic or department exactly as you want it displayed.
4. Customize team settings
Choose settings such as default billing account permissions and support mode access.
5. Save the team
Click Save or Create to finalize the team setup.
Why create a team
Centralizes billing so all cases are invoiced under one account
Enables team collaboration on case creation recordings and document generation
Supports organized workflows across multiple users or locations
Quick tips
Use descriptive team names like Clinic Front Desk Surgery or Emergency Team
Adjust permissions later to control who can invite users or manage billing
Add team members after setup so everyone can begin collaborating immediately