Practices & teams
Members and roles, former members’ records, plans and billing, the shared workspace, patients, trash and deleting a practice.
7 guides
- Invite members and manage rolesWhat owners, admins and members can do. Invite colleagues as members or admins, change roles, make someone an owner, or remove someone.
- Former members and reassigning recordsWhen someone leaves, their visits, patients and templates stay with the practice. Owners and admins reassign them to an active member.
- Plans and billingYour practice has one plan, billed per seat, and everyone in the practice is a seat. How seats, recording hours, invoices and cancellation work.
- Shared team workspaceLet everyone in your practice see and edit each other’s visits. It’s off by default.
- Trash and restoring visitsDeleted visits stay in the trash for 3 days by default. Restore them, or delete them forever.
- PatientsAdd patients, assign them to visits, and use background notes to give the AI context.
- Delete or restore a practiceOwners and admins can delete a practice. Owners can restore it for 30 days; after that it’s permanently deleted.
Still stuck?
Our support team answers by email at support@quillentra.com. Tell us what you expected and what happened, and leave out patient information.