Team & organization

Go to Settings and click the "Team Members" tab:

• Click "+ Invite Member"
• Enter their email address and select a role (Admin, Provider, Staff, or Patient)
• They receive an email invitation with a link to accept and create their account
• You can change roles or remove members at any time

Choose based on what each person needs to do:

• Admin: office managers or practice owners who need full control (billing, settings, team management, all data)
• Provider: doctors, dentists, therapists who need to see patients, appointments, and submissions
• Staff: front desk, medical assistants, or coordinators who manage patients and appointments day-to-day
• Patient: for giving patients limited access to their own records

Go to Settings > Organization Details:

• Organization name: shown on all patient-facing materials
• NPI number: National Provider Identifier for insurance billing
• Phone number and email address
• Logo: uploaded and used on forms and emails
• Timezone: used for appointment scheduling and reminder timing

These settings are applied across the entire platform automatically.

Go to Settings > Billing:

• Subscription status (Active, Past Due, Canceled, or Unpaid)
• Plan details and per-seat pricing for additional members
• Click "Manage Billing" to access the customer portal
• Update payment method, view invoices, or cancel from the portal

Yes. Formisoft is multi-tenant with strict organization isolation:

• Every record (patients, forms, submissions, appointments, documents, reminders, audit logs) is scoped by organization ID
• Team members only see data belonging to their organization
• No cross-organization data access
• Enforced at the database query level, not just the UI