Workspace and billing
Workspace Settings
Configure your practice information, workspace details, and team members.
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.