View User Summary

To view user summary information, you must access the Utilities menu.

Step 1: Click the menu icon (three horizontal lines) at the top-left corner of your page, then click Utilities.

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Step 2: Click Members Area.

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Step 3: Click the Account Management tab.

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Step 4: Select the desired practice.

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Step 5: Click User Summary.

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Step 6: You will see a list of all the users currently under the practice you selected previously in step 4 (red box in the screenshot below). 

  • You can filter your list by entering and selecting the appropriate information into the text fields and drop-downs above, respectively (blue box in the screenshot below).

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