Settings (Top Menu)

Required Role: Owner or Manager

The settings section (replacing practice settings) allows you to manage all your practice level settings → manage practice staff, billing & insurance, charts, online form templates, security settings etc.

To access, on any screen click (top right):

phone_iphone Using a mobile device?

Access settings using the gear icon settings (top right) shown here:

This area allows an owner or manager to define practice-wide settings:

We've included a handy search to help find any settings you're unable to find.

Click (top right) and enter your term:

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Practice Settings Tabs

For a breakdown of each of the practice setting tabs click on any one below:


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Practice

This is where we keep the general overview group settings:

Setting options:


Group Settings

Set your group name, type 2 NPI number, Group Taxonomy Code, Group Tax ID (EIN)

Practice Contacts

Used to keep all practice contacts needed in one place.

This is also used for our fax referral source option.


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Service Location & Billing Address

Create and manage your service & billing locations here, as well as statement addresses (optional).


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Practice Logo

Set your Banner and Icon logos here, used in a few areas of the client portal.


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Client Dashboard Banner

Set a client portal message they'll see on their dashboard after signing in at the top:


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Other Settings

Set your practice timezone, which we use for all schedules, or Zoom integration.


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Account Deactivation

Saying goodbye? We'd hate to see you go! If you need to deactivate your account, you can follow our instructions here.


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Staff

Here you can review your listed staff members. Manage any existing staff, or create new staff here:

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Billing & Ins.

Here you can set CPT codes, claims & insurance settings, and manage payment processing settings.


CPT Codes

Here you can edit the CPT codes used by clicking CPT Code on the left:


General Overview:

  • Standard: Used for standard billing, may be used with claims
    • Add-on: Codes to add on to other CPT codes
  • Custom: These are not used on claims, Superbills, or Flexible Spending Account (FSA) statements
  • System: Normal fees of no shows and late cancels

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Insurance Features

If your practice accepts insurance, here is where you can enable that or manage insurance company details here. Create new insurance companies or manage existing ones, as well as claim settings like therapist specific modifiers for example.


Claim Features

If your practice submits claims, here you can configure your optional Office Ally account and aging claim threshold.


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  • Claim features (Electronic Claims Processing, Aging Claim Threshold)

Payment Processing

Here you can set up your integrated payment processing options, automatic payments in charting, and optionally external credit card processing.


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Templates

Here you can configure a few things including chart templates, online forms, and custom demographic fields used in client profiles.


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Security

Set your security and compliance related settings on this tab. Automatic sign out, two-factor authentication, login banner, inactive user lock out and record deletion, as well as single sign-on (SSO).

lock So important it gets its own article! See below ↓

To edit click (top right) and re-enter your password.

The button will then turn to indicating you can make changes.


Article: Settings → Security tab

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