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Switch or Add New Workspaces

If you manage multiple practices or locations, WithinEHR lets you create and switch between separate workspaces — each with its own settings, team, clients, and billing configuration.

How to Switch Between Workspaces​

  1. Click your profile picture or initials in the top-right corner.
  2. Select Switch Workspace or Workspaces.
  3. Choose the workspace you want to switch to.

How to Add a New Workspace​

  1. Click your profile picture or initials in the top-right corner.
  2. Select Add Workspace or Create New Workspace.
  3. Enter the workspace name and practice details.
  4. Complete the setup wizard.
  5. Click Save.

Tips​

  • Each workspace is independent — clients, staff, and settings do not carry over between workspaces unless explicitly configured.
  • Use separate workspaces for distinct legal entities or practice locations that operate independently.