Work in more than one organization

Many clinicians work for more than one practice. In BloomText each practice is its own organization, with its own coworkers, teams and phone numbers. You can belong to several, create a new one, and leave one when you move on.

Create another organization

Do this when you open a new practice or legal entity that needs its own inboxes and billing.

1. Click Settings, the gear at the bottom of the left bar.
2. Click Organizations to see every practice you belong to.
3. Click Join or create an organization.
4. Type the new practice name in Organization (4 to 100 characters).
5. Pick the line that starts with Create, so BloomText makes a new organization instead of joining one with a similar name.
6. If you like, type your title in this organization.
7. Click Create. A notice confirms it, and the new organization opens.

You're the new organization's admin, so you see its Members and Plan tabs.

Text from the right practice

1. Click Directory in the left bar.
2. Click Directory at the top of the list, over the practice name.
3. Pick the practice you want. Only your active organizations are listed.
4. The Coworkers list now shows only that practice's staff.
5. Click Teams to see that practice's teams.
6. Start your chat from here, so it comes from that practice.

Your Chats list shows chats from all your organizations together. When you start a new chat, check Send from, so it goes out from the right practice or team.

Set your title or leave an organization

1. Click Settings, the gear at the bottom of the left bar.
2. Click Organizations.
3. Click the practice.
4. Open the Membership tab.
5. Type your job title in Your Title. Everyone in the organization sees it.
6. Click Save. A notice confirms that your membership status was updated.
7. To leave, click Leave.
8. In the window that opens, click Leave again to confirm.

Good to know

• Leaving can't be undone. You lose access to that practice's chats, and you'll need a new invite to come back.
• The Membership tab is for members. If you're an admin who is leaving, make another member an admin first, then ask them to remove you.
• A new organization starts without a phone number or a paid plan, and with SMS verification at login turned on. Add a number and choose a plan before your team starts texting patients.

Related

• Edit your profile, phone numbers and email
• Administrative features
• Getting started