Set up permissions | Set up your practice's organization profile
Set up permissions
Providers or staff members must set up permissions to use RecordSync.
- Select Account > Staff Permissions.
- Select View.
The permissions window opens.
- Select Edit Permissions.
- Select the Access RecordSync checkbox and then select Save Permissions.
Set up your practice's organization profile
You must set up your practice's organization profile to use RecordSync.
- Select Account > Organization Profile.
The text boxes automatically pull in information from the following sources:
- Organization name: Account > Account Settings > Medical Billing > Practice Official Name
- Phone number and address: Account > Offices
- Select Save.