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Physician Resources

Physician Help Center

Everything you need to get set up, get paid, and manage appointments on the platform.

New to UberDoc? Work through the steps in order, top to bottom. Steps 1 to 4 get your profile live and ready to get paid before any patient can book you.
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Getting started

Activate your account

Physicians and staff are added to the platform by invitation, so your first step is accepting yours.

  1. Look for your invitation email from UberDoc. If you do not see it, check your spam folder.
  2. Open the email and follow the link to set your password and finish creating your login.
  3. Sign in at the physician portal. You will land on your Dashboard, ready to complete your profile below.
Didn’t get an invite?If no one has invited you yet, or the link has expired, contact support and we will send a fresh invitation.
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Your profile

Complete your profile: photo and biography

A clear photo and short bio help patients recognize and choose you.

  1. Open your profile (your Specialist Details page).
  2. Click the Edit button at the top of your profile.
  3. Upload a profile photo, add your biography, and save.
Specialist Details page with Edit button, photo and biography
Use Edit at the top of your profile to add your photo and bio.
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Payments

Connect your payments (Stripe)

The platform runs payments through Stripe. You set up Stripe inside the platform so patient payments come to you directly. There are two ways to connect, depending on how your account is set up.

If you manage a practice
  1. Open Manage Users and find the Stripe Connection section.
  2. Click Connect to Stripe account.
  3. Create a new Stripe account for your practice, or connect an existing one. Specialists in your practice will then use the practice Stripe account to receive payments.
Manage Users page with Stripe Connection section and Connect to Stripe account button
Practice setup: connect one Stripe account your specialists share.
If you are set up individually
  1. Go to the Stripe Connection section at the bottom of your profile.
  2. Click Connect to Stripe account and follow the prompts. If you already have a Stripe account, you can connect it here.
  3. Once connected, you will see a confirmation that you are using your own Stripe account to receive payments.
Connected Stripe account confirmation
Once connected, you can view payments or disconnect from Stripe here.
How you get paidWhen you approve an appointment, the patient’s payment is captured through Stripe. The remaining balance is released after you mark the visit complete (see step 7). If a patient does not show, the appointment fee is forfeited to you.
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Getting set up

Set your availability, price, and blackout days

Choose the time slots patients can request. You set these once and they repeat going forward.

  1. Open Manage Users and click your name to open your profile.
  2. Under Appointment Time Slots, click + New.
  3. Set your Day of week, Location, Start time, Number of slots, and Time zone, then Save.
Appointment Time Slots and Blackout Dates sections
Add slots under Appointment Time Slots. Blackout Dates sit just below.
Edit Time Slot form
Each slot: day, location, start time, number of slots, and time zone.
Set blackout days when you’re awayUnder Blackout Dates, click + New and enter a description with your start and end dates. Your calendar will be closed for booking during that window.
Your consult priceYour Price Per Consult is shown above your time slots and is what patients pay to book you. If you need to set or change it and do not see the field in your view, contact support.
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Managing your practice

Add users to your practice

Invite office staff or additional physicians so they can help manage your account.

  1. Log in and open Manage Users.
  2. Click New User in the top right.
  3. Choose the user Type (Specialist or Practice Administrator), enter their first name, last name, and email, then click Invite.
Manage Users page with New User button
Manage Users: the New User button is in the top right.
Invite New User form
Set the type, enter their details, and send the invite.
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Managing appointments

Approve or decline appointment requests

Incoming requests appear in your dashboard queue. You approve or decline them from there.

  1. Log in and open your Dashboard. New requests appear in your queue marked Requested.
  2. Click Action on the request.
  3. Choose Approve to confirm, or Reject to decline.
Dashboard appointment queue with requests
Appointment requests wait in your dashboard queue.
Action menu showing Approve and Reject
The Action menu gives you Approve and Reject.
What happens nextApprove: the appointment is confirmed and the patient’s payment is captured through Stripe. Reject: the patient is automatically emailed and directed to choose another physician or time. They are not charged.
Need a different time?Rescheduling is not self-service yet. To propose a new time, email support and our team will coordinate it with the patient and update the platform for you.
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Getting paid

Mark a visit complete

This is the step that releases the rest of your payment, so do not skip it after you have seen the patient.

  1. After the appointment, open the visit on your Dashboard.
  2. Select Complete for that appointment.
  3. The remaining balance is released to you through Stripe. A Practice Administrator can also do this on the physician’s behalf.
Why it mattersPart of the fee is captured when you approve the appointment. The rest is only released once the visit is marked complete, so an unmarked visit means an unfinished payment.
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Still need help?

For anything not covered here, reach our team or use the help chat on the website.

Contact support
UberDoc Physician Help Center. Steps reflect platform behavior confirmed by the product team.
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