Access your firm's referral network and keep a private log of the clients you send to each clinic.
EZ Case · Provider Atlas
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Your next client still needs a clinic.
Saves to your firm's shared network and appears on the map right away.
Record a client you referred to this clinic. This stays private to your firm.
This removes this location from the providers table for everyone. This can’t be undone. Consider deactivating instead.
Clinic identity stays as logged.
Clinic and firm stay as logged.
Soft-deletes this referral. It disappears from the firm’s view but you can restore it here. Not a permanent delete.
Removes this user from app_users entirely. This can’t be undone. Consider deactivating instead.
Creates the firm’s first user and its subscription together. Nothing is created in Stripe — a trial firm subscribes through the normal checkout.
The firm starts a free trial and is attributed to you. The contact becomes its first user.
An affiliate earns a commission on every paid invoice from the firms attributed to them. Nothing is created in Stripe — the Connect account id is filled in after they onboard.
Every paid invoice from this firm earns the affiliate their commission, from now on. Past invoices are not back-dated.
this user is currently in —.
This permanently removes the selected referral record(s) from your firm’s log. This can’t be undone.
Paste the whole message — we’ll pull out the address and any client names. Nothing is sent anywhere; this happens on your device.
Recent sign-in activity recorded on this device. No passwords or tokens are stored here. If you were asked for this, copy it and send it over.