Practice settings
Practice-wide configuration lives in the Practice section of Settings (visible to the practice owner and practice managers).
In this guide, we'll cover:
Practice details
Go to Settings, open the Practice section, and click Practice Details:
- Practice Name — appears throughout the app and on client-facing documents
- Practice Email — shown to clients in intake emails and on receipts and billing documents, and where a client's reply to a reminder or any other automated email lands. This is not the email you sign in with; to change that one, see Changing your sign-in email
- Practice Time Zone — the default timezone used for billing and scheduling (individual clinicians can override their own calendar timezone in Settings → Calendar)
- Practice Phone — click Add Phone Number to add one or more numbers (mobile/office)
- Practice Logo — upload a logo for your documents; which documents include it is controlled in document settings
Click Save Changes when done. Practice details appear on invoices, superbills, and other billing documents.
The Sample Client
Every new practice includes a Sample Client to practice on. On Practice Details, switch off Show the Sample Client to hide it from your client list, calendar, billing, and analytics — nothing is deleted, and you can switch it back on. When you're done exploring for good, click Delete sample data permanently.
The rest of the practice section
- Patient Portal — your practice's portal URL and portal options (see Client Portal)
- Website — your practice website
- Team — team members, roles, and supervision
- Subscription — your plan and billing
- EHR Import — migrate data in from another EHR
- Data Export — export your practice data
Group practices billing under an organization also set their Organization NPI (Type 2) and Tax ID during Practice setup.
Practice identifiers
Organization NPI (Type 2) and Tax ID (EIN) are editable right here on Practice Details ("Used on insurance claims and superbills") — you don't have to re-run setup to correct them.
Locations
Practice Details also manages your Locations — every place you see clients (offices, video platforms, phone) in one list. Virtual locations are what make appointments video sessions, and the star marks the practice's default session location — the location preselected on new appointments unless a client has their own default. Click Add Location to add an office; each location carries the place-of-service code used on superbills and claims, and an office's street address stays off your public booking page unless you choose to show it.
Each location also has a Calendar color. It colors that location's availability on the calendar and the thin line on the left edge of every appointment booked there, so you can tell offices apart at a glance. Leave it unset and the line stays a neutral gray. The small dot before each name in the Locations list shows its color; to change it, click the pencil on that row and pick a swatch (the first-time setup steps leave color for later).
