Adding Multiple Practices to a Corporate Account in Channel D

Adding Multiple Practices to a Corporate Account in Channel D

Purpose

This SOP outlines the process for corporate account holders to add and manage multiple dental practices within Channel D.

Scope

Applicable to all corporate account holders who need to create and manage individual practice accounts under one central corporate account.

Responsibilities

• Corporate Account Holder: Responsible for creating practices, assigning practice details, and overseeing management.

• Practice Admins: Manage their own practice dashboards, playlists, and billing independently.

Step-by-step Procedure:

1. Log In

1. Go to the Channel D website.

2. Enter your email address and password.

   

3. Click Sign In to access your dashboard.

   

2. Access Practice Management

1. On the dashboard, locate the drop-down menu in the upper-left corner displaying your current practice name.

   

2. Click the drop-down.

3. Select Add a New Practice.

   

3. Add a New Practice

1. A pop-up form will appear.

   

2. Enter the following required details:

   • Email Address (for practice login and notifications)

   • Practice Name

   • Contact Name (primary contact for that practice)
     

3. Click Create Practice.
   

   

4. Free Trial & Account Setup

• The new practice will automatically begin a 7-day free trial under the corporate account.

• Each practice is created as a standalone account, with:

  • Its own dashboard

  • Practice info section

  • Team member management

  • Billing information

5. Account Independence & Control

• Each practice operates independently while remaining under the corporate umbrella.

• Corporate account holders retain central oversight of all practices.

• Each practice is assigned a unique Practice ID, used to:

  • Connect devices

  • Manage content
    

• Playlists are not shared between practices, ensuring each location has a customized video lineup.

Key Notes

• Adding a practice does not affect existing accounts.

• Corporate oversight ensures visibility across all practices.

• Each practice can manage its own billing independently, but the corporate account maintains overall control.