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Check your plan's usage

See how many contacts, members, numbers and video users your practice uses this month, and change a tier before you reach a limit.

Who can do this: Organization admins · Web and desktop

The Plan tab shows how much of each feature your practice uses, so you can change a tier before the month gets busy.

Before you start

  • You need to be an organization admin. Only admins see the Plan tab.

Check your usage

  1. Click Settings, the gear at the bottom of the left bar.
  2. Click Organizations.
  3. Click your practice.
  4. Open the Plan tab. Each feature shows how much of its monthly limit is used.
  5. Read the SMS Messaging bar, for example "342 of 500" contacts this month. Count resets on shows when the count starts over.
  6. Close to a limit? Click Change tier on that card. See Change the tier of one feature.
  7. To see who is on the plan, open the Members tab.
  8. Each person shows with their role.

Good to know

  • The other cards work the same way: Team Chat shows your users, Additional SMS Numbers your numbers, and Video & Telehealth its users.
  • When you go over your tier's contacts for the month, the SMS usage turns red and shows a warning icon. Extra patients beyond your tier's included contacts are billed at that tier's per-patient rate. See Pricing and plans.
  • The SMS count is of patients you message, not of individual texts.
  • There's no per-person texting report. To review what was sent, export a team's SMS logs from its page in Directory.

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