Organization Onboarding

This guide covers setting up your clinic or rehab center on BetterStep and inviting beneficiaries.

Organization Registration

Authorized personnel register a clinic or rehab center account:

Step	Action
1	Submit organization registration request
2	Provide organization details (name, type, location, license info)
3	Create administrator account credentials
4	Verify email and complete setup

Staff members invite beneficiaries to connect their BetterStep accounts:

Step	Clinic Staff	Beneficiary
1	Generates invite link	Receives link (email/SMS/in-person)
2	Waits for response	Opens link in BetterStep app
3	Waits for response	Reviews clinic details and data scope
4	Receives connection request	Taps "Connect" to approve
5	Gains access to shared data	Data sync begins automatically

Property	Value
Uniqueness	One link per beneficiary
Expiration	7 days (configurable)
Contents	Clinic identifier + invitation token
Regeneration	Can be regenerated if expired

When a beneficiary receives an invite link:

Step	Screen	Action
1	Link opens app	App detects clinic invitation
2	Clinic preview	Displays clinic name, type, and data sharing scope
3	Consent screen	Beneficiary reviews what data will be shared
4	Approval	Beneficiary taps "Connect" to approve
5	Confirmation	Connection established, data sync begins

Users maintain full control over their clinic connections:

State	Effect
Enabled	Real-time data sync to clinic
Disabled	Clinic sees "Data sharing paused"

User can remove themselves from any clinic
Disconnection is immediate
Clinic loses access to view user data
Historical data handling: clinic retains previously synced data for clinical records

Settings → Connected Clinics → [Clinic Name]

Beneficiaries can connect to multiple clinics simultaneously:

Scenario	Support
Multiple treatment programs	Each clinic sees only their shared data
Transfer between facilities	Old clinic disconnected, new clinic invited
Concurrent outpatient + residential	Both clinics receive data per user preferences