Step 01
Profile setup
Create your secure login with MFA and complete your physician profile.
Onboarding
Five steps to your secure vault
A visual, timeline-style guide through profile setup, practice information, NPI verification, document upload, and delegate configuration.
Step 02
Practice information
Add practice location, hospital affiliations, and contact details.
Step 03
NPI verification
Verify your NPI through the NPPES registry and earn your verified badge.
Step 04
Document upload
Upload your first credentials to populate your encrypted vault.
Step 05
Delegate setup
Invite delegates, review permissions, and enter your dashboard.