Table of contents
Configure practice information, workspace details, and team access from Workspace Settings.
Practice information
This information appears on your PDF exports.
Practice Legal Name: The official name of your practice or facility as it appears on your professional documents.
Address: Your practice’s full or partial address.
Workspace configuration
Workspace Name: A short, descriptive name such as your practice name, a provider’s name, a location, or a department.
Workspace Members: Add or remove team members and view current members and their roles.
Billing note: Users with the “Provider” role are billable, and billing is prorated when added. Only assign this role to users who will actively document patient encounters.