How do I adjust my account's financial settings?

Read on to learn how to change your account's financial settings, or watch a video here: 

1. From your main dashboard, click on "Financial." 

2. Go to the "Settings" section. 

3. Under the "Default time range for displays," you can select your practice's default time range settings. 

4. Under "Financial Summary," you can select what transactions you would like to see by default. 

5. Under "Billing," you can select the default settings when billing patients. This setting will not override individual patients'/clients' billing settings (if there is any).  

6. Under "Invoices," you can select the default settings when invoicing. 

7. Under "Practice Info," you can enter your default Billing and Rendering NPIs, and add a default message that will populate into all your billing statements. 

8. Click "Submit" to save your financial settings.

If you have any questions, please contact us.