Practice Management

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

Practice directory

Practices are stored as CRM companies. Select a row for status panels.

PracticePrimary ContactSpecialtyProvidersCity / StateEHR / PMOnboardingDocumentsAgreementsSpecialistLast ActivityActions
Sunrise Family Care(demo)
Dr. Maria Chen
maria.chen@sunrisefamilycare.com
Family Medicine4Austin, TXeClinicalWorksUnder reviewMissingSignedCasey LinMay 23, 2026Start onboardingCRM
Lakeside Pediatrics(demo)
Dr. Sam Lee
sam.lee@lakesideped.com
Pediatrics2Round Rock, TXathenahealthIn progressMissingPendingCasey LinMay 22, 2026Start onboardingCRM
Valley Ortho Group(demo)
Dr. Ana Ortiz
admin@valleyortho.com
Orthopedics6San Antonio, TXEpicSubmittedIn reviewUnsignedAlex MorganMay 23, 2026Start onboardingCRM

Onboarding status

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Document status

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Agreement status

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Assigned team

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