Dr. Maria Chen · Austin, TX
Under review Missing
Start onboarding →Client practices, onboarding pipeline, and add-new-practice · foundation
How this page works. Each practice is a CRM companies row. Add practice calls POST /api/v1/companies when you are signed in. Demo practices (Sunrise, Lakeside, Valley) always show when the CRM list is empty or you are not logged in.
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Demo practice data — connect CRM companies to see live directory rows.
Total Practices
3
Active Practices
1
Onboarding In Progress
3
Missing Documents
2
Pending Agreements
2
Ready for Review
1
Practices are stored as CRM companies. Select a row for status panels.
| Practice | Primary Contact | Specialty | Providers | City / State | EHR / PM | Onboarding | Documents | Agreements | Specialist | Last Activity | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sunrise Family Care(demo) | Dr. Maria Chen maria.chen@sunrisefamilycare.com | Family Medicine | 4 | Austin, TX | eClinicalWorks | Under review | Missing | Signed | Casey Lin | May 23, 2026 | Start onboardingCRM |
| Lakeside Pediatrics(demo) | Dr. Sam Lee sam.lee@lakesideped.com | Pediatrics | 2 | Round Rock, TX | athenahealth | In progress | Missing | Pending | Casey Lin | May 22, 2026 | Start onboardingCRM |
| Valley Ortho Group(demo) | Dr. Ana Ortiz admin@valleyortho.com | Orthopedics | 6 | San Antonio, TX | Epic | Submitted | In review | Unsigned | Alex Morgan | May 23, 2026 | Start onboardingCRM |
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