Practice settings

Why use this

Open Practice settings when you run a healthcare practice and need the healthcare-specific configuration tuned to your workflow.

Benefits:

• Configure your practice without generic CRM workarounds
• Apply healthcare-specific defaults across surfaces
• Keep compliance posture consistent across the practice
• Customize once, apply to every patient record

What this is

Practice settings is the healthcare-specific configuration: provider list, NPI numbers, taxonomy codes, default visit types.

Who can access it

Owner, admin, member, viewer, agency, founder.

What it does

• Manage providers and their NPIs.
• Pick taxonomy codes.
• Default visit-type lists.

How to use it

1. Open /practice-settings.
2. Add providers.
3. Map taxonomy codes.

Rules and limits

• Optional. Only relevant for healthcare tenants.