Practice Admin: Configuration

  • Updated

The Configuration tab allows you to establish key practice settings and billing information. Many of the tabs on this page have the option to create a Scheduled Change Set which allows you to change information on a specific date, which offers better control over billing required information.

To access this tab, open Practice Admin.


This tab allows you to add and update your logo.

Insurance Billing

This section allows you to manage key billing information for the practice including Practice name, physical address where services are being rendered, Tax ID Number, NPI Number, Taxonomy, and Default Benefits Assignment (Patient or Facility).

Insurance Pay-To

This tab allows you to set the address where the insurance will send the physical payments for the services provided.



This tab allows you to choose which diagnosis code sets are available for selection on the patient treatment episode. Click here to learn more.

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