Manage your practice

Set your branding, services, rates, locations, intake, communications, and hours.

1. 1For solo providers onlyHow to set your practice identity and brandingManage the practice information and appearance you own as an independent provider.
2. 2For solo providers onlyHow to manage your services, fees, and offersCreate the appointment services and pricing for your solo practice.
3. 3For solo providers onlyHow to manage your locations and roomsSet up the places where you provide in-person care.
4. 4For solo providers onlyHow to set your hours and block time offChange your own working hours directly, without a clinic approval request.
5. 5For solo providers onlyHow to manage your intake formsCustomize the welcome information, questions, and consents for your practice.
6. 6For solo providers onlyHow to manage practice email and messagingSet the sender, templates, and office-message rules for your solo practice.
7. 7For solo providers onlyHow to manage patient document uploadsControl your practice's upload preferences when document storage is enabled.
8. 8For solo providers onlyHow to use your practice Activity LogReview actions and record access for your independent practice.