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 General 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

• Practice Management
• Manage Practice Settings (Video)

Offices

Related articles

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

Facilities

Related articles

• Create Facilities
• Edit Facilities
• Archive Facilities

Providers

Related articles

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

Staff

Related articles

• Create Staff Accounts Ask for the PDF
• Edit Staff
• Edit Provider and Staff Permissions Ask for the PDF
• Edit Provider and Staff Roles
• Reset Staff Passwords
• Deactivate Staff Ask for the PDF

Groups

Related articles

• Create Groups
• Manage Groups
• Archive Groups

Roles & Permissions

Related articles

• Account Permissions Overview Ask for the PDF
• Create Custom Roles
• Edit Custom Roles Ask for the PDF
• System and Custom Roles Ask for the PDF

Dashboards

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

Related articles

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