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Teams and Organization
How do we migrate from individual accounts to a team?
Welcome
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Overview
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Transcription
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Documentation and Review
Teams and Organization
What is Quiver Teams?
Who should set up a team?
How do I join an existing team?
What are the different roles in a team?
Can I be part of multiple teams?
How do I invite someone to my team?
What happens when someone leaves our team?
Can I control what team members can access?
How do we share workflows across our team?
Can team members see each other's sessions?
How do we standardize documentation across our team?
Can we customize Quiver for our specialty?
How do we train new team members?
Can we track team usage and adoption?
What if we need to change our team structure?
How do we handle departing clinicians?
Can we have multiple teams within one organization?
How do we migrate from individual accounts to a team?
What if we outgrow our current plan?
Can we integrate Quiver with our existing systems?
How do we ensure compliance with our policies?
What support is available for teams?
Privacy and Security
Technical and Troubleshooting
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Teams and Organization
How do we migrate from individual accounts to a team?
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Process:
Create a team account
Invite existing individual users
They accept invitations and join the team
Their individual accounts remain but they now also have team access
They can use both individual and team features
Personal sessions and templates from individual accounts don’t automatically transfer to the team.
Can we have multiple teams within one organization?
What if we outgrow our current plan?
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