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Practice Settings
Required Role:
To access Practice Settings, the user must have a role of Owner or Manager.
Selecting Practice Settings (left-hand menu) allows an owner or manager to define practice-wide settings. Clicking the hyperlinked text will direct you to specific sections with further detail.
- Practice name and tax ID/NPI
- Office locations
- Staff - add staff members to your group practice (therapists/managers/records custodian)
- Billing & Insurance - manage CPT codes, access Claim features, insurance features, define payment processing options, along with managing external credit card processing
- Chart Templates
- Custom Online Forms