Check the practice name before starting work, because the active organization determines the records and settings you see.

Practice Details shows the legal name and contact information, so check this information before using the practice for referral work.

Open People to find your account and its role, then contact a practice administrator if your access needs to change.

Documents shows individual Terms acceptance and the practice agreement status, which are separate records.

Open Referrals to continue existing work, and search for the patient before creating another record.