Accessing the Practice Organization Dashboard
1. Open Organization Settings
Go to the upper-right corner of the screen.
Click Settings.
From the dropdown menu, select Organizations.
2. Select and Open the Account
From the Organizations list, click the organization you need to manage.
Make sure the account is assigned the Practice role and has the correct access permissions.
3. Organization – Practice Members Overview
Once inside the organization, the Practice Dashboard displays several tabs that control different aspects of the account.
Click on the Members Tab.
Members Tab
The Members Tab displays a list of all users associated with your practice. Each member entry contains the following information:
Name – The full name of the member.
Email – The email address associated with the member’s account.
Role – The member’s access level or role in the organization. Common roles include:
practice-staff– Standard staff members with access to practice-related tasks.practice-admin– Administrators with full access to manage members and settings.
Member Since – The date when the member joined the organization.
Manage the Member's Permissions
On the selected member's settings, click on the View Permissions button.
Viewing Member's Permissions will take you to the Permissions page where you'll see the list of section, member's permission to Create, Read, Update, and Delete, and a button to override.
Only authorized staff can make changes with the permissions.
Use the Add Permission button to open the request form.
Organization Access
To view and add organization access, just open Member's Settings, Click on Organization Access.
It will show you the Organization and Type.
To add Access to Organization, click on the Add Access to Organization button.
To add Multiple Organizations, click on the Add Access to Multiple Organization button.
Organization Relations
To manage Organization's Relations, you can open the Relations page. It will show list of organizations this organization is related to. It will show the type, relationship, and commission.
You can update each row by clicking on the edit button.
Organization's Location
In this tab, you'll see the Organization's location (can be multiple locations).
It will show the organization's details such as:
NPI
Legal Name
Complete Address
Phone Number
Fax Number
You can also add a location by using the Add Location button. This will open the Add Location Form.
Managing Pricing
In the Pricing Tab, you'll see the list of the Organization's products. You can edit or delete existing ones. You can also add a product pricing using the form in the page.
