Updated Articles

31. Reset Staff Passwords New

    Last Updated: 06/16/2026 in Account Practice Settings Staff
    Learn how to reset passwords for your staff.

32. Edit Staff New

    Last Updated: 06/16/2026 in Account Practice Settings Staff
    Learn how to edit a staff member's basic information.

33. Restrict Staff to an Office Updated

    Last Updated: 06/16/2026 in Account Practice Settings Staff
    Learn how to restrict staff to one or multiple offices.

34. Manage Practice Dashboards New

    Last Updated: 06/16/2026 in Account Practice Settings Dashboards
    Learn how to reorder, show or hide, and delete practice dashboards.

35. Create Practice Dashboards New

    Last Updated: 06/16/2026 in Account Practice Settings Dashboards
    The practice administrator controls role-based dashboards and grants access by role or practice group.

36. Edit Practice Dashboards New

    Last Updated: 06/16/2026 in Account Practice Settings Dashboards
    Learn how to edit role-based dashboards.

37. Manage the Provider List New

    Last Updated: 06/16/2026 in Account Practice Settings Providers
    Manage the provider list by applying filters, rearranging the order, or sorting it alphabetically.

38. Edit the Provider's Work Schedule New

    Last Updated: 06/16/2026 in Account Practice Settings Providers
    Learn how to edit a provider's work schedule.

39. Archive Groups New

    Last Updated: 06/16/2026 in Account Practice Settings Groups
    Learn how to archive a group.

40. Create Groups New

    Last Updated: 06/16/2026 in Account Practice Settings Groups
    Learn how to create groups.

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