Set up a practice
Set up a practice, invite clinicians, assign licences, and share practice templates.
1. Create a practice
Open Settings > Practice. Name your practice and choose how many Pro+ and Ultra licences you need. Choose whether you want to bill annually or monthly. Select 'Create practice' to open Stripe checkout and set up billing.
2. Assign yourself a licence
Open Practice from the sidebar. On an unassigned licence, select 'Assign' and 'Assign to you'. If you have your own personal subscription, it will be cancelled with an automatic pro rata refund for unused time, and your subscription will now be covered by practice billing. This gives you access to the practice and all its templates, and you can start using Dentascribe as normal.
3. Invite a clinician
After you've assigned yourself a licence, you can start inviting other clinicians to join your practice. Select the licence you want to invite a clinician to, then select 'Invite new clinician' and enter their email address. They'll receive an email with a link to accept the invitation. Once they accept, they're added to the practice and have access to all its templates. If you would like the clinician to be able to edit and create shared templates, tick the 'Can edit shared practice templates' checkbox.
4. Share your templates with the practice
In the Template library, open a template's menu and choose 'Duplicate to practice'. The duplicated template will now be available to everyone in your practice.
5. Import new templates
You can now import templates directly into your practice from 'Import a template' in the sidebar.
6. Grow the team and manage billing
Invite more clinicians as your team grows. If a clinician leaves, you can unassign them from their licence, then assign it to their replacement when they join. If you delete a licence, it is credited back to your account. Open the billing portal for invoices and payment details. Clinical records stay private to each clinician. Only templates and billing are shared.
Questions
Can clinicians see each other's patient notes?
No. Clinical records and notes remain completely private to each clinician. Only shared templates, licences, and billing are managed at the practice level. Clinicians can still create and use their own personal templates.
What happens to a personal subscription when someone joins a practice?
Clinicians keep their personal plan until they accept the invitation. Once they claim a practice licence, their personal subscription is cancelled with an automatic pro rata refund for unused time.
How does pro rata billing work when adding or removing licences?
New licences added mid-term are charged pro rata for the remaining days of your billing cycle. Licences removed are credited back to your account (not refunded).