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Manage users

Open Independent Portal → users when you need people to help with scheduling and patients. Invite the Administrative role.

Invite Administrative help

Section titled “Invite Administrative help”
  1. Open Independent Portal → users.
  2. Invite with the Administrative role.
  3. They sign in with the verified email on the invite and finish the staff profile the product asks for.

If the link fails (expired, email mismatch, existing access), see Invite users.

Sites and services

Section titled “Sites and services”

Enable sites and services before patients can book you. Shared how-to: Sites and services. Patient lists live on the Independent Portal when your role can view patients.

Tax id and logo follow your professional profile. Independent Portal → organization profile shows those fields as they stand.

Section titled “Consent templates”

Upload the informed-consent PDF from Independent Portal → Configuration → Consent templates. Same AcroForm field names, paths, and JSON schema as IPS: Upload consent templates. Stay in the Independent Portal. Do not use the Organization Portal for this practice.

Section titled “Related”