Clinic & organization settings

If you're a clinic admin in Rebrief, you have a few controls that regular team members don't see: your clinic's core details and billing, the team roster, and a clinic performance dashboard. This article walks through what's available today and what's still on the way.

Note: These controls appear based on your access level. If you don't see a section described below, you're signed in as a regular team member rather than a clinic admin. Reach out to one of your clinic admins, or to Rebrief support, if you need access changed.

Where the controls live

Most clinic management happens on the Settings page:

• Your clinic's name, logo, specialty, and clinic ID.
• Your current plan, billing period, and card on file.
• The team roster (the Team Access section).
• Your current transcription usage for the period.

If you own one or more clinics, you'll also see two extra items in the sidebar: a Dashboard with a high-level performance view, and an Organization settings page reserved for larger, multi-clinic controls. Both are described below.

Clinic details and billing

Open Settings and find the Clinic Settings card. From here you can:

• Rename your clinic and choose its specialty from the dropdown.
• Upload, replace, or remove your clinic logo. Use a PNG, SVG, or WebP. The logo is recolored to the app's brand color wherever it appears.
• Copy your clinic ID. This is your clinic's unique identifier, useful when you're setting up an integration.
• See your current plan, billing period, and the card on file. Select Upgrade to change plans. Cancel is available on paid plans and schedules a downgrade to the Starter plan at the end of your billing period.

Tip: Your transcription usage for the current period — minutes used out of how many are included, with the renewal date — shows in a card at the top of the same Settings page. On unlimited plans it simply reads "Unlimited."

Managing your team

In Settings, the Team Access card lets clinic admins control who can use Rebrief at your clinic.

• Invite a teammate by entering their email (the name is optional) and choosing Send invite. They'll get an email with a single-use link to set up their account. If that email already has a Rebrief account, you'll be told instead of sending a duplicate invite.
• See your clinic members in the list below the invite form, with each person marked as a Clinic admin or Member.
• Remove a member with the Remove button next to their name. Removing someone disables their account and signs them out everywhere.

Note: You can't remove yourself, and you can't remove the clinic admin from this list. Admin access has to be reassigned first — contact Rebrief support if you need that changed.

The performance Dashboard

If you own one or more clinics, the Dashboard gives you a high-level performance view. It includes:

• Headline metrics and a weekly activity trend for appointments and documents.
• Plan mix across your clinics and a most productive clinics ranking.
• Estimated time saved, chair utilization, transcription minutes, and new patients per clinic.
• Voice adoption, plan limit usage, and a clinics at risk list flagging low recent activity.

Note: The Dashboard is a preview. The figures are placeholder values today and will be replaced as live reporting is connected. Treat it as a look at the layout, not as real numbers yet.

Coming soon

The Organization settings page is being built out for clinic groups — things like managing several clinics and assigning admins across them. Right now it's mostly a placeholder, and clinic ownership is handled directly by Rebrief. If you need an ownership change or you're running multiple clinics, contact Rebrief support and we'll help.