Manage Practice Settings

Practice Management | Offices | Facilities | Providers | Staff | Groups | Roles & Permissions | Dashboards

You can manage offices, facilities, providers, staff, groups, roles, permissions, and dashboards from one structured workspace—General Management.

Practice Management

From the General Management tab (the default tab when you open Practice Management), you can manage offices, providers, staff, roles, permissions, role-based dashboards, groups, and facilities in a single structured workspace.

When you go to Account > Practice Management, the General Management tab is open by default.

Related resources

• Manage Practice Settings (Video)
• Practice Management: Everything in One Place

Offices

Related articles

• Archive Offices
• Create Offices
• Edit Basic Office Information
• Edit the Office Billing Information
• Edit the Office Work Schedule
• Set Up the Office Online Schedule

Providers

Related articles

• Edit the Provider's Work Schedule
• Edit Provider and Staff Permissions
• Edit Provider and Staff Roles
• Manage the Provider List

Staff

Related articles

• Change the Primary Provider for Staff
• Create Staff Accounts
• Deactivate Staff
• Edit Provider and Staff Permissions
• Edit Provider and Staff Roles
• Edit Staff
• Reset Staff Passwords
• Restrict Staff to an Office

Roles & Permissions

Related articles

• Account Permissions Overview
• Create Custom Roles
• Edit Custom Roles 
• System and Custom Roles

Dashboards

Create and manage practice-wide and role-specific dashboards.

Related articles

• Create Practice Dashboards
• Edit Practice Dashboards
• Manage Practice Dashboards

Facilities

Related articles

• Archive Facilities
• Create Facilities
• Edit Facilities

Groups

Related articles

• Create Groups
• Manage Groups
• Archive Groups