Set Up RecordSync

Set up permissions | Set up your practice group's organization profile

Set up permissions

Providers or staff members must set up permissions to use RecordSync.

1. Select Account > Staff Permissions.
2. For a staff member, select the Staff tab.
3. Select View (for a specific provider or staff member).

The permissions window opens.

3. Select Edit Permissions.
4. Select the Access RecordSync checkbox and then select Save Permissions.

Set up your practice group's organization profile

You need to set up your practice group's organization profile to use RecordSync.

1. 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

2. Select Save.