Linked Accounts in Multiple Practice Groups (Mobile)

Overview

• Providers who work across multiple practice groups can conveniently access all of their accounts through a single login. Once the accounts are linked, switching between practice groups is simple and seamless—eliminating the need to manage multiple logins.
• Before requesting to have accounts linked, providers must choose which practice group account they wish to use as their primary login. This will be the account used to access all associated practice group profiles.
• To proceed with linking accounts, please ensure you have identified your preferred primary account before submitting a support case.
•  Make sure the "Use iPad EHR" permission is enabled in your web account settings. This permission must be active to access and switch between accounts on the iPad app.

Link or unlink accounts

Emails are sent to the primary and linked account to notify you that both accounts are linked.

Access linked accounts

To access any linked accounts, you must first log in using your primary account. You cannot log in directly to a linked (secondary) account, doing so will result in an error message.

Once you're logged in to your primary account, you can switch to any linked accounts.

• If your session in a linked (secondary) account times out, you will need to:
  • Log in again using your primary account credentials.
  • Once logged in, switch back to your linked (secondary) account.
• If you switch to a linked account and then move the app to the background, you will need to:
  •  Re-authenticate using your primary account credentials (username and password or SSO) when returning.
  • Once logged in, switch back to your linked (secondary) account.

Steps to Switch Accounts

• Open the iPad EHR app and log in using your primary account credentials.
• Tap Account  located in the bottom-right corner  of the menu bar, (or top menu bar for iOS 18.0 or later).
• In the left-hand sidebar, tap the primary account header (PG field) to open the account dropdown.
• From the list of linked accounts, select the account you want to switch to.
  • The primary account appears at the top and the linked accounts appear underneath

Once you switch to a linked account, a message appears across the top of the page that says you are in a linked account. 

Linked Accounts: Mobile vs. Web Access

When managing linked accounts across multiple practice groups, there are a few important differences between the iPad (mobile) and web platforms to keep in mind: