Managing Multiple Practices and Business Models in SigmaMD

SigmaMD supports a flexible, multi-practice model that enables clinicians and staff to operate across more than one practice or business unit, all while maintaining data separation

and efficient workflows.

Common Scenarios

Here are some typical situations where setting up multiple practices in SigmaMD is the recommended path:

1. Separate Business Models (e.g., IV Clinic vs. Direct Care) If a doctor is launching a different type of business (e.g., an IV therapy clinic alongside a DPC clinic), it's ideal to use two separate SigmaMD practices:

• Prevents IV clinic staff from accessing Direct Care patient data (and vice versa)
• Keeps financials and reporting distinct
• Maintains HIPAA compliance through proper access control

2. MSO or Admin Staff Managing Multiple Clinics Management Service Organizations (MSOs) or centralized admin teams that support multiple practices can:

• Use one SigmaMD account to toggle between practices
• Maintain oversight across clinics for reporting and support purposes

3. Shared Clinicians Across Clinics Clinicians who work at multiple practices (e.g., near-site, on-site, telehealth) can:

• Use a single login to access each assigned clinic
• Keep patient data siloed per clinic
• Easily switch between clinics without needing to log out

4. Virtual Medical Assistants or Support Staff Remote staff supporting several clinics can be granted:

• Role-based access per clinic
• The ability to move between clinics within their account
• Data access limited to their assigned practices

Benefits of the Multi-Practice Model

• Single Sign-On Access — Clinicians and staff can access multiple practices without logging in and out repeatedly
• Patient Data Segregation — Patient charts and communications are isolated per practice
• Custom Permissions — Different staff can be granted different levels of access based on the practice
• Seamless Operations — Each practice can operate independently while still allowing shared oversight when needed

How to Get Started

To set up an additional practice in SigmaMD:

1. Contact our support team to provision a new practice account
2. Define the clinicians and staff who need access to each
3. We will help configure role-based access controls, billing, and other settings tailored to each business

How to Toggle Between Practices

Once a user is added to multiple practices, they can switch between them easily:

• From the SigmaMD Clinician home screen, use the top-right menu to toggle between practices
• Each practice will be listed by name for quick access

Important: Additional practices must be provisioned by the SigmaMD team. Once a user from an existing practice is added to the new practice, they can grant access to other team

members:

1. Go to Practice Settings > Team
2. Click the Invite button
3. Use the same SMS-capable number and email address the user already uses in their current practice
4. Repeat for every user who needs access to the new practice

For questions or help setting up or managing multiple practices, please reach out to our support team.