Set up multi-account

Connect separate clinic accounts into one organisation, with shared reporting and settings.

Table of Contents

If you run a separate account for each clinic, multi-account brings them together. Staff can see when a patient is registered at another of your clinics, you can copy your setup across, and you can report on the whole group.

Create your organisation

In the account you want to manage the group from, go to Setup, then Multi-account.
Click to create your organisation and enter its name. This account becomes the main account.

Connect other accounts

Add each account to the organisation.
Choose what each connection does.
Save your connections.

Only the main account can add or remove accounts, change connections and copy settings. Only the clinic owner can manage multi-account.

Up next

Next, read Copy settings to a connected account.