How do I transfer ownership of my clinic?

How do I transfer ownership of my clinic?

Ownership moves in two steps. You nominate someone, and they accept. Nothing changes until they accept.

Who can do this: team members who can manage the practice (the check under Manage Org & Assign Roles in My Team). You need a two-factor code from your authenticator app, or a backup code.

Nominate a new owner

1. Go to Settings → General → My Team.
2. On the person's row, select the crown icon (Transfer ownership to that person). The icon only appears for members who can manage the practice.
3. Read the dialog, enter Your verification code, and select Send nomination.

The current owner stays on the team with the same role and access. The nomination expires in 48 hours.

If you are not the current owner, two more rules apply:

• The nominee cannot accept for the first 24 hours, so the current owner can review it and select Cancel nomination.
• A second practice manager must select Co-sign with their own code, unless there is no other practice manager.

Accept or decline

The nominee sees You have been nominated to become the owner on My Team. They enter their Verification code and select Accept ownership, or select Decline. After accepting, both people sign in again.

Cancel a nomination

While a nomination is pending, a banner called Ownership transfer pending appears on My Team. Select Cancel nomination to stop it. Ownership does not change.