PRACTICE CONFIGURATION
Make the workspace your practice’s.
Keep practice details, security choices and service configuration within reach of the people responsible for the office.
YOUR PRACTICE, YOUR SETUP
Make it work for you.
MADE FOR YOUR EVERYDAY
Less friction.
More room to care.
Keep details consistent
Manage the practice information used across the workspace.
Review security choices
Use the available access and security settings as part of your practice’s safeguards.
Configure connected services
Set up supported communication and operational services before relying on them.
A SIMPLER WAY THROUGH
A clear next step.
- 1
Review practice details
Check the office information before your team starts using the workspace.
- 2
Complete the required setup
Configure the services your practice intends to use and confirm any provider requirements.
- 3
Keep settings up to date
Review configuration when practice details, responsibilities or connected services change.
A FEW GOOD QUESTIONS
The details,
made clear.
Can every user change practice settings?
No. Practice settings are restricted to authorized administrators and the permissions governing each setting.
Does a setting mean a service is already active?
No. Some services require provider onboarding, credentials or other setup. Planned capabilities remain unavailable until their integration is ready.
Do security settings make a practice HIPAA compliant?
Settings are one part of the safeguards. Compliance also depends on practice policies, staff training, appropriate access and required agreements.