Managing Your Practice's Team in SigmaMD

Whether you're growing your practice or adjusting your team setup, as an administrator on SigmaMD, you can invite new team members and deactivate existing ones directly from your Practice Settings.

Accessing Team Management

From the main menu, scroll to the bottom and click Practice Settings. Then select the Team section.

Adding Team Members

In the top-right corner, click Invite to open the invitation form.

Complete the form with the new team member’s information and click on 'Send' to send them an email with a secure link to join SigmaMD.

If your practice has multiple locations, you’ll also see a section where you can assign your team members to their work locations.

Editing Member Information

At any point, you can update a team member's information by clicking on the 'View details' button next to their name.

You can update a team member’s details at any time by selecting ‘View details’ next to their name. From here, you can change their role, access level, status, notification preferences, coverage, and, when applicable, their assigned work locations.

Certain personal information, such as name, email, and phone number, can only be updated by the user from their own Personal Settings.

Removing Team Members

To revoke a user’s access to your SigmaMD practice:

• From the Team table, find the person you want to remove and click on the 'View details' button next to their name (image above).
• Click on the status field and change it to Inactive.
  
  
• This ensures that this user will no longer be able to login and only current team members can access to sensitive practice information.

Note, you can reactivate a user if needed by accessing their profile again.

Removing or Adding a Work Location

For practices with multiple locations, you can manage each team member’s work sites directly from their profile.

Open ‘View details’, then edit the ‘Assigned Location’ section to add or remove locations.

If you remove a location and the clinician has patients assigned at that site, you’ll be prompted to either reassign the patients to another location or reassign their clinician. This keeps patient records consistent across the practice.

Keeping team information up to date ensures secure access, accurate scheduling, and smooth coordination. You can adjust these settings anytime as your practice evolves.