Help Center

User Groups

Last Updated: Feb 19, 2015 07:57PM PST
For Admins Only
To edit User Groups in Settings, you must have Admin privileges. To become an Admin, you must ask for an existing Admin at your practice (most likely a primary physician account holder) to grant you privileges via Manage Accounts in Settings.​

Managing User Groups

User Group​ is a group of users in your practice. Used primarily for Office Messaging, user groups make it easy for you send a message to many people at once. Simple write an office message to the group and it will be delivered to all of the members of that group.

To create a new user group:

  1. ​Click 
  2. Fill out the name of the group, then add members. To add a member, start typing their name where it says “Add provider or staff in practice,” then select their name from the list that appears.
  3. When finished adding members, click “Save"

To edit an existing user group:

  1. ​Click “edit” on the group you wish to edit. (Note: you cannot edit the default “Staff” group, which contains all staff members in your practice)
  2. Change the group name or add/remove members from the list
  3. Click “Save"

To remove an existing user group:

Click “Remove” on the group you wish to remove.
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