Organization Settings

Organization Settings is where admins configure the practice — contact info, teammates, invitations, group memberships, and legal documents.

Most members can view most of these tabs, but only admins can make changes. If a button is missing or a form is read-only, check your role.

Tabs

• Practice Details — name, contact info, NPI, referral contact email
• Team Members — members, invitations, and sign-up suggestions
• Groups — health systems this practice belongs to, if any
• Legal Documents — Terms of Service and BAA