Admin access
Use your verified work email, password, and authenticator app to access clinician onboarding, agreements, and document review.
Dashboard login
Admin password reset
The password form will open only after Supabase verifies the recovery session.
Owner security setup
Your primary authenticator is verified. Owners must verify a second authenticator before the administrative onboarding dashboard opens.
Operations dashboard
Move clinicians from signed agreement to portal onboarding with clean workflow gates, document review, and compliance cues.
Stage 1
Portal onboarding stays gated until the signed agreement is returned. Current clinicians are pulled from the live onboarding roster.
New clinician
Pulling the factual onboarding roster from Supabase.
No clinicians match the selected filters.
Workflow reference
These examples document the current process. Editing stays outside this dashboard.
Agreement first, then portal, credential uploads, W-9, insurance, policies, and access tasks.
Offer letter, employment agreement, HR packet, credentials, onboarding portal, and first-week access.
Agreement gate plus supervision assignment, license review, documentation uploads, and portal tasks.
Template steps
To change these required steps, update the authoritative onboarding requirements before assigning the workflow.
Clinician workflow
The workflow will appear after the current roster loads.
Onboarding sequence
Process coverage
Document center
File health
Standard forms