Practice settings

Practice settings hold what is true for the whole practice: its name, addresses, patient email defaults and clinical defaults. They live under Organization, which is in the Manage group of the sidebar, next to Overview, People, Emails and Compliance.

Only the Owner can change Settings. The exception is Practice locations, which needs the Configure calendar and appointment types permission. Admins can open Settings and read every section. Where you cannot make changes, a section has no Edit and says who can change it.

Set your practice identity

Open Organization → Settings → My organization. Choose Edit beside a row, change it and choose Save.

• Contact email: patients see it in emails and letters, and their replies go there. Without one, a reply reaches a no-reply address. Use an address someone reads.
• Logo appears in the sidebar and on emails to patients. Phone appears on letters and shared forms.
• Clinic languages: Main language is the language new documents start in and the one patients without a language of their own receive. Other languages are the languages every form, email and report is translated into automatically, without overwriting text a person typed. Each member still picks their own interface language in personal settings. See Countries and languages.
• Guided setup is for a new practice. After completion, edit saved details here and invite colleagues from Organization → People.

The practice country comes from the main address. It is fixed once the practice is created, and moving to another country needs a data migration, so contact support.

Add locations and rooms

Open Settings → Practice locations. This needs the Configure calendar and appointment types permission.

1. Choose Add address and fill in the address. Tick Make this the main address if it is the one for documents.
2. Under an address, choose Add room and enter a room name or number.
3. Use Set as main, Edit or Remove on an address.

The page shows how many locations your plan allows, such as 1 of 1. Starter allows one, Premium three and Enterprise any number. To book into locations and rooms, switch them on in Calendar settings.

Set patient communication defaults

Open Settings → Patient communication.

• Sender name: the practice name by default. Choose something neutral if the name reveals a specialty.
• Time zone: every date and time a patient reads in an email uses this zone.
• Name the clinician: choose The clinician who sent it or The practice for appointment confirmations and reminders.
• Website is shown at the foot of every patient email. Legal line is printed under your practice address. It is the imprint some countries require, and it is left out when empty.
• Send time for the daily check-in email is in each patient's local time.
• Appointment note: one short paragraph on every appointment confirmation and reminder.
• Flag after missed days: from 1 to 30 days. After that many unanswered check-in days, the patient appears under Needs attention on their care plan.

Set clinical defaults

Saving needs the Owner role.

• Task priorities: up to five levels. Rank 1 is the loudest. Escalates after (hours) tells the dispatchers when nobody has accepted a task in time. Leave it empty for never. Deleting a priority that tasks use asks where to move them.
• Care profile: choose Edit care profile to set disciplines, populations, workflows and country context used for recommendations.
• Coding & catalogs: Conditions and Medications each show Not set until you choose a catalog with Edit. Only catalogs approved for your country are offered.

The section is hidden where neither kind is available.

Check the emails your practice sends

Open Organization → Emails. The page lists emails you may see, a day at a time. Emails that did not arrive are pinned under Didn't arrive, each with its fix. Use Search by patient to narrow the list, and Open email for the delivery details.

Choose Send email to start an email to a patient. Writing, sending and fixing emails is covered in Patient emails.