Practice Settings

Required Role:
To access Practice Settings, the user must have a role of Owner or Manager.

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.

💵  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.

📄  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)

📃  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.

📈  Client Demographics

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