Edit Practice Information and Preferences

Access Practice Information

1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
2. Click Edit. The Edit Practice page opens.

Edit Practice Information

1. Make the desired changes.
2. Click Save or continue to Practice Preferences.

Edit Practice Preferences

Hide transaction details and finances on the patient's Account page from providers and clinical assistants in a web browser. If the Provider or Clinical Assistant has other roles (e.g., Biller) assigned to them, they are still able to view the patient's transaction details and finances.

1. Click to clear "Allow providers or clinical assistants to see financial details on patient's account".
2. Click Save when finished.