How do I finish setting up my account after being invited?
Open the invitation email and click the invite link. This loads /accept-invite/<token> — a one-time, token-specific URL; it cannot be reached by clicking anything inside the app while already logged in, so there is no in-app click path to this exact screen.
Step 1: Open the invitation email and click the invite link. This loads /accept-invite/<token> — a one-time, token-specific URL; it cannot be reached by clicking anything inside the app while already logged in, so there is no in-app click path to this exact screen.
Step 2: On the 'Staff registration' screen (h1), fill in the required fields — First name, Last name, Email (pre-filled and locked), Mobile number, and, for clinical invites only, Provider's NPI and a full address (Address line 1, City, State, Country, ZIP). Tick the required SMS-consent and Terms/Privacy consent checkboxes, then click the 'Save & Next' button.
Step 3: On the 'Create password' screen, type a password into 'Create password *' and repeat it in 'Confirm password' — a live checklist under the field enforces 8+ characters, one uppercase, one lowercase, one number, one special character. Click 'Complete registration'.
Step 4: A 'Registration Successful!' confirmation dialog appears ('Your staff account has been created successfully...'). Click 'OK, Go to Login'.
Step 5: Log in with the new email/password on /auth/login. On this first login the app automatically routes you through the remaining onboarding: sign e-form agreements (see the 'agreements' question) and, if your account is clinical, the License & DEA screen (see that question) — after which you land on /dashboard.
