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Where to find your provider preferences
Find the settings shared by solo providers and clinicians working with a clinic.
Open Preferences if you work with a clinic, or Practice settings if you run a solo practice. Use the section search to find a setting by name.
| Shared section | Use it for |
|---|---|
| Profile & practice | Your personal and professional details. |
| Booking | Whether you accept booking requests and your advance-notice setting. |
| Availability | Weekly hours and time off; clinic clinicians submit requests for approval. |
| Note templates | Your custom clinical note layouts. |
| Security | The account's sign-in and privacy controls. |
| Copilot / AI usage | Assistant visibility and your monthly AI usage. |