Help with your next step.

An invited, signed-in account. NPI lookup needs a connection.

1. Open More, then Setup. Open About you and check your name, degree and primary state.
2. Open Your licenses. Review any NPI lookup match before importing it, or add the license yourself.
3. Open Expiration dates and enter the date shown on your current license. A public registry match may not include that date.
4. Open Credentials, then Licenses to check the saved record. Return to Setup when you are ready to add its document or another credential.

You’re done when: The correct license and expiration date appear in your records.

A connection and available AI access. Shared access has usage limits; an optional own key can be set in Settings.

1. On a phone, tap Add. On a desktop, open Documents. Both open Smart Scan.
2. Choose Upload for a file or Camera for a photo. Use the credential itself and keep the text readable.
3. In the review card, check the document type, License #, State, Issued and Expires against the original. Correct any mistakes.
4. Choose Save to License. Open Credentials, then Licenses and check the saved record and attached document.

You’re done when: The reviewed license record is linked to its document.

Smart Scan requires a connection and available AI access. Manual CME entry is also available.

1. Open Add on a phone or Documents on a desktop, then Upload the certificate.
2. Check that the review card is a CME Credit. Compare the title, completion date, hours, credit category and provider with the certificate.
3. Review the topic tags against the course content. Choose Save to CME Credit.
4. Open Credentials, then CME Credits. Check the entry and certificate. To enter details yourself, use Add on this screen.

You’re done when: The CME entry has the right hours, category, date and supporting certificate.

PDF, CSV or XLSX file, or pasted text. Other PDF layouts may need available AI access.

Open this video guide on its own page

1. Open Credentials, then CME Credits and choose Import transcript.
2. Choose transcript file (PDF, CSV, XLSX), or select Paste text instead. Which formats, which columns? explains the available layouts.
3. If asked, map the columns and choose Continue to review. Check every included row's title, date, hours and credit type.
4. Leave duplicates unticked unless you have checked that they are separate activities. Fix missing fields and review topic tags.
5. Choose Add to CME log when the selection is correct. Check the confirmation and the entries in CME Credits.

You’re done when: The intended activities appear once, with the right fields and total hours.

Your saved license and CME records. Opening board sources or sending a rule report needs a connection.

Open this video guide on its own page

1. Open Credentials, then CME Credits and choose Compliance.
2. Find the state you are reviewing. Read the dates used for its calculation and check them against the license you are renewing.
3. Check total hours, category minimums and topic rows. Review entries outside the cycle or missing a category before adding more credit.
4. Open the source link and read its review date. If an applicability question appears, answer for that license; keep Not sure until you can confirm.
5. Use Rules changed? to report a specific discrepancy with a board link and explanation. Confirm unclear requirements with the board.

You’re done when: You understand which records were counted and which requirements or conditions still need confirmation.

Practice tools are included for invited users during the current beta. Billing is off. At the planned paid launch, Credential customers will receive a free 30-day Practice trial. It ends without a charge; continuing Practice requires an explicit purchase. Your Credential membership continues.

1. Open Practice, then Contracts. Choose Add to open Add Agreement.
2. Enter Hospital / Facility, Agency (if any), Invoice recipient email and the agreement's dates.
3. Enter the rates that apply: hourly work, a day rate, call stipend, hours included in a stipend, overage or orientation. Check the billing increment too.
4. Compare every amount and date with your agreement before saving. If you used Smart Scan to extract a contract, review its fields before Save to Contract.
5. Open Work and select this agreement before logging time.

You’re done when: The correct agreement is available in Work with reviewed rates.

An agreement with time-based rates in Practice.

1. Open Practice, then Work and select the agreement for this work.
2. Choose Log past time. Check the date, work type, start and end times and selected agreement.
3. Add a short Billing note only if you want that text on the invoice. Keep patient details out of billing notes.
4. Choose Log it. Check the saved entry's logged time, billed time and amount before invoicing.

You’re done when: The work entry belongs to the intended agreement and shows the expected billed amount.

Unbilled work or outstanding on-call days under a reviewed agreement.

Open this video guide on its own page

1. Open Practice, then Work and select the agreement. Choose the Invoice button for unbilled entries or outstanding on-call days.
2. In Which days go on this invoice?, select the days you intend to bill and check the displayed total.
3. Open Invoice preview. Review the dates, descriptions, rates and TOTAL DUE against your records.
4. Choose Send invoice… and the available format, or Copy to prepare the text for your own message. Complete the chosen sharing step and verify the recipient.
5. Open Practice, then Invoices and check the invoice record. Follow up on delivery through the sharing method you used.

You’re done when: A reviewed invoice is recorded, and you know how it was shared.

An existing invoice in Practice.

1. Open Practice, then Invoices and find the invoice that was paid.
2. Choose Record payment. Enter Amount received and Date received from the payment you actually received.
3. Optionally add a check or remittance reference. Check the amount against the open balance.
4. Choose Record partial payment or Record — settles the invoice, as shown for the amount you entered.
5. Open the invoice and check Payments received and Still owed. Record another payment when the next installment arrives.

You’re done when: The recorded payments and remaining balance match your records.

Browser alerts need permission on this device. Email digests depend on the service's scheduler and mail delivery. Automatic SMS is not available.

1. Open More, then Settings. Check the email in your profile and the reminder settings.
2. Set a lead time and frequency. Enable Email reminders if you want expiration digests for the records covered by the service.
3. Enable browser notifications and grant permission if you want alerts on this device. The browser alert check runs while the app is open.
4. Review Action Required on Home. If an expected email is missing, check spam and your settings, then use Get help.

You’re done when: You know which channels you enabled and where to check when a reminder is missing.

A signed-in account and a connection. If you cannot sign in, email [email protected].

1. Open Get help in the app. Describe the screen, what you tried, what you expected and the exact error if one appeared.
2. Add a screenshot only if it helps. Remove patient details, passwords, keys and unrelated personal information first.
3. After submitting, open Your tickets and select the ticket to see its status and replies.
4. If it still has No replies yet, add useful details with Add to this ticket and Send reply. Check this thread even if an email has not arrived.
5. When the problem is solved, choose Mark as resolved.

You’re done when: You can find the original ticket, read its replies and continue the same conversation.

Your loaded records in this browser. Cloud files that have not downloaded may not be available offline.

1. Open More, then Data & Backup. Choose Export JSON Backup to save a copy of your loaded data.
2. If you use private work notes, check the Private notes count on this device. Export to a file makes a separate copy of those notes.
3. Store these files somewhere you control. They contain readable data and are not encrypted by the app.
4. On a new device, sign in to load synced records. Export any current data before Restore from Backup: a JSON restore can replace the collections in the file and update settings. For a notes-only export, use Restore from a file in Private notes.
5. Check the restored records and notes before clearing data on the old device.

You’re done when: You have a saved export and know which notes need a manual transfer.

Saved peer references and access to Vera. Preparing a draft through Vera requires available AI access; contact details are assembled locally for the displayed draft.

1. Ask Vera to prepare a draft from your saved peer references.
2. In the reference draft, choose who to include. Uncheck anyone you want excluded and review the remaining names and contact details.
3. Choose Copy draft to copy the reviewed text, or Open in email to prepare a message in your email app.
4. Check the recipient and the complete message before you send it.

You’re done when: The intended contacts remain in the reviewed draft, with excluded contacts left out.

A saved credential with an attached document. Sending email with attachments requires a connection and configured delivery.

1. Open Credentials, then Licenses. Open the credential and choose its Send or share control.
2. Review the credential details and the Linked Documents list. Confirm that the intended file has finished uploading.
3. Choose Email with attachments to review the recipient, subject, message and selected files.
4. Check the recipient and each selected document before choosing Send. A prepared message is not proof of delivery.

You’re done when: The prepared message contains the intended recipient and selected credential documents.