Overview
This guide will help you customize key demographic information for your clinic, including your Group (Type 2) NPI, Tax Rates, Legal Name, Default Providers, and Social Media Links.
🔓 Accessing Office Info
Log in to your live location
Navigate to Settings
Click Office
Select Office Info
🧾 Basic Info
Location Name: Enter the full name of your clinic (used in email templates, text reminders, and reports)
Short Name: A shorter version for system display
Additional Info: Displays on the location card in the system dashboard
Location Email: The default email for outgoing communication
Opening Date: Set your clinic’s go-live date
Is this a text location?: Indicating if this is your live location or test location. This will be set for you by default
Location Phone: Office's phone number
Fax Number: Office's fax number
Time Zone:
DO NOT change this manually. Contact support if incorrect
📍 Physical Address
Physical Address: Enter full location details
Billing Address: Select Same as physical address if applicable
This is in regard to billing health insurance
👤 User Assignment
Default Owning User: Required for scheduling
Default Calendar Provider: Used for walk-in check-ins
Default Billing Provider: Populates insurance claims unless specified per item
If an office is using the New Insurance Paradigm, this field is no longer applicable
🌐 Integration Information
Website & Social Media Links: Ensure URLs are fully entered for Facebook, Twitter, Instagram, and YouTube
We do not connect with your social media accounts, but you can simply list them here
Location Slug: A lowercase, URL-friendly version of your location name for web links (intake and digital forms).
We populate this for you by default
Important: Please do not update this unless you reach out to Support first. Repeatedly changing this will break links that have been sent to patients, so you want to avoid changing this field
🖼️ Location-Specific Logo
Dark Logo: Will show in areas with lighter colors on the screen, such as the top right corner of the system, the patient check-in screen, and on your paperwork
Light Logo: Will show in areas with darker colors on the screen, such as the screensaver and the SOAP note screen
💼 Billing and Insurance
Location Legal Name: Please input your office's legal name. Verify accuracy
Report Name Display: Choose between Legal Name or Location Name for reports
Type 2 NPI Number
Used for location-wide claims
Individual providers’ NPIs are set under the Providers tab
If multiple Type 2 NPIs exist, ensure no overlapping active dates
💸 Tax Settings
Tax Rates:
Set applicable tax rates. You can name the tax rate
Automatically applied to all inventory items unless items are marked non-taxable
Tax is never added to services
Choose Normal or Pre-Tax in tax rate settings
✅ Final Steps
Save Changes: Click Save to confirm updates