Account and first use

Accept a clinic invitation

Join an existing team and verify clinic context and access.

Platform · Last verified:

An invitation is a clinic administrator's team invitation to your phone. Creating a new clinic does not accept it.

Join

  1. Sign in with your own account. Check that the invited phone matches your sign-in phone.
  2. Open the pending invitation and review the clinic name. Do not accept an invitation to the wrong clinic.
  3. Complete acceptance. Fill requested missing profile/phone information.
  4. Check that the correct clinic workspace opens with your own identity.
  5. Start with the guide for your work. Viewing, writing, signing and financial access may differ.

Missing or unsuccessful invitation

Check the phone and pending state with the administrator. An invitation may have been cancelled or intended for another account. The administrator should check plan/seat and role choices; knowing a menu path cannot grant access. After a network error, inspect the same invitation's current state instead of founding a second clinic.

Example: reception staff may see calendar/patient work while billing settings remain restricted. The expected result is accepted membership with the appropriate task access. Accepting a staff invitation does not change a customer's PetConnect connection or household membership. Access troubleshooting.

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