Practice settings

Manage clinic identity, services, locations, intake, payments, and subscription settings.

1. 1Where to find clinic practice settingsUse Practice in the clinic navigation, then search or select a settings section.
2. 2Clinic administrators onlyHow to manage clinic services, rates, and locationsPrepare the clinic catalog and offices before assigning them to providers.
3. 3Clinic administrators onlyHow to configure clinic intake and communicationsManage the forms and messages patients receive from your clinic.
4. 4Clinic administrators onlyHow to manage clinic payment setup and subscriptionConnect the clinic's online payments and manage its CoCharts subscription.