Groups
The Groups tab in Organization Settings shows the management groups your practice belongs to. An independent practice may have no memberships; the tab then displays an empty-state message.
What you see
Each membership card shows:
- Group name and type
- Analytical or Operational (PHI Access) tier
- Date joined
- Available BAA details, including signing or upload information and any expiration date
The tier describes the relationship between the practice and group. It is separate from your personal role as a practice member, practice administrator, or group user.
Opening a group
Click a membership card to open the group’s settings. This requires your user to belong to the group. Your practice belonging to a group does not by itself give you access to manage that group.
What membership enables
Group tools provide oversight, network summaries, and a central management inbox. Distributing a referral from that inbox requires the receiving practice to have Operational (Tier 2) membership.
Practice settings and workflows retain their own access checks. Group operational workflows can include patient information, so group access is not limited to anonymous aggregate metrics.
Membership changes
Coordinate changes with your group administrator. This tab displays membership information and opens the group; it does not provide a Leave action.
See Health Systems and Member Practices for the group-level workflow.
Watch: Groups
Read transcript: Groups
The Groups tab shows the management groups this practice belongs to, rather than the roles of individual practice staff.
Check the group name to confirm the management organization associated with this practice.
The membership tier describes the practice relationship, with Operational access supporting workflows that can include patient information.
Read the joined date and available agreement details before coordinating any change with the group administrator.
Practice membership does not automatically give a user permission to manage the group, so check individual access separately.
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