Practice Settings

To access, go to Practice Settings (near the bottom of the left menu):

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

Practice Settings Tabs

Here's a highlight of the practice setting tabs, and what you can do with each:

🏠  General

This is where we keep the general overview group settings, explained below:

• Group Name, Type 2 NPI, Taxonomy Code, Group Tax ID / EIN
• Service location & Billing Address of main office
• Practice Logo: Banner & Icon (article here: Practice Logos)
• Practice Announcement (article here: Practice Announcements)
• Practice Timezone

📍  Office Locations

This is where you can come to add, edit, or close office / service locations. Click on an office location to edit various settings including address, phone number, schedule color, default POS code, etc.

• Here we list:
  • Service locations
  • Billing addresses
  • and Statement addresses (optional)

👥  Staff

Here you can view, add, or edit the settings of any staff member or provider in the group here.

• Article: Staff
• From here you can also add an External Agent
• Here you can add & manage provider tags, which is used in Find Availability as a search filter option

💵  Billing & Insurance

Here you can set various billing and insurance related settings. CPT codes, claims & insurance settings, and payment processing can all be managed here.

• Article: Manage CPT codes (Standard, Custom, and System)
• Article: View or update Insurance Companies your practice accepts via Adding an Insurance Company
• Article: Access Claim features (Electronic Claims Processing, Aging Claim Threshold)
• Configure or set up payment processing options (including documenting external credit card processing)

📄  Chart Templates

Create or edit your practice's own custom chart note templates, managed on a per-therapist level (can be shared with the group)

• Article: Chart Templates

📃  Online Forms

Here you can view all practice wide forms, create a new form (with or without one of our templates), or click on a form name to edit / preview.

• Article: Online Forms: Overview
• Article: Online Forms: Editing & Assigning

📈  Client Demographics

Here you can view, edit, enable or disable custom client demographics

• Article: Customizable Client Demographics & Reports
• Set them within the client profile in the top section once enabled
• Also view these custom client demographics via Reporting (left menu)