How do I configure my organization settings?

Go to Settings > Organization Details:

  • Organization name: shown on all patient-facing materials
  • NPI number: National Provider Identifier for insurance billing
  • Phone number and email address
  • Logo: uploaded and used on forms and emails
  • Timezone: used for appointment scheduling and reminder timing

These settings are applied across the entire platform automatically.

Get every patient ready before the visit.

Start with Intake, then add booking, reminders, and payments when you need them.

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