Invites
Use Network → Invites to track invitations to partner practices. To invite someone to your own practice, use Organization Settings → People instead.
Invite a practice
- Open Network and choose Invite Practice.
- Enter the recipient’s Email address. Add a Practice name (optional) to make the invitation easier to recognize.
- Check the recipient and choose Send Invite.
- Open the Invites tab to review the invitation.
Each entry shows the practice name or recipient email, its status, and the original sent date. If you supplied a practice name, the recipient email appears beneath it.
Understand the status
- Sent — the invitation was created and an email send was requested. This is not a delivery receipt.
- Opened — the invitation landing page was opened. This does not confirm that the recipient completed signup.
- Claimed — the invitation is recorded as claimed by an organization.
- Expired — the invitation’s expiry window has passed.
- Revoked — the sender cancelled the invitation.
New invitations expire after 30 days. Confirm the actual practice relationship in Connections before relying on it for coordination.
Manage an active invitation
Unexpired invitations with Sent or Opened status offer these controls:
- Resend invite — send another email with the same invitation link. This does not extend the expiry window or change the original sent date.
- Copy invite link — copy the invitation link to share with the intended recipient.
- Revoke invite — review the recipient in the confirmation dialog, then choose Revoke to cancel the invitation.
Expired, claimed, and revoked entries do not show these controls. Create a new invitation if the previous one expired. If an active invitation already exists for that address, use its resend control instead of creating a duplicate.
What the recipient sees
An active invitation opens a page naming the inviting practice, with Get started and Already have an account? Sign in options. Opening this page changes a Sent invitation to Opened.
An unavailable link displays Invitation expired, Invitation already used, Invitation revoked, or Invalid invitation, depending on its state. The recipient can contact the inviting practice for help.
Watch: Invites
Read transcript: Invites
Open Network, then Invites to track invitations to partner practices. To add someone to your own practice, use Organization Settings instead.
Choose Invite Practice. Enter the recipient email and an optional practice name. Check both before choosing Send Invite. This demo captures email locally.
The saved invitation shows Sent and the original sent date. Sent confirms creation, not delivery to the recipient.
Use Resend invite if another email is needed. Resending keeps the same link, expiry window, and original sent date.
Copy invite link, then preview it. The page names Cedar as the inviting practice. This sender preview marks the invitation Opened; we stop before signup.
Return to Invites and check Opened. Opening the page does not confirm signup or a completed practice connection.
To cancel an invitation, choose Revoke invite. Check the recipient in the confirmation dialog before choosing Revoke.
The invitation remains in the list with Revoked status. Its active controls are no longer available.
Opening the same link now shows Invitation revoked. The invitation can no longer be used.
Return to Cedar’s Invites list. The revoked record remains available for reference. No practice joined during this walkthrough.
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