How to Configure Practice Details
Click Settings to navigate to Practice Information.
General Information
In General Information you can set your Practice name and type, address and phone, and practice identifiers including NPI and taxonomy codes.
A) Set the details for your Practice name and type, using the dropdown fields to set the site type, place of service code, and level of care
B) Set the details for your Practice address and phone
C) Practice Identifiers include the practice NPI, Taxonomy Code, Federal Tax ID number and Secondary ID
Click Save when finished.
Other Sites
In Other Sites you can create additional Site location to your practice.
To add a new site, click Add Site
In the Add a Site pop-up, fill in the details of the new site. Any field marked with an asterisk * is a required field.
A) Set the Site Name
B) Select a Site Type from the dropdown field
C) Select a Place of Service code from the dropdown field
D) Enter the Street Address, City, State, and Zip Code for the new site
E) Set the Phone and Fax for the new site
F) Set the Practice Identifiers for this site including NPI, Federal Tax ID number, Taxonomy Code, and Secondary ID.
Click Save when finished.
You may notice a notification appear at the bottom corner of your screen confirming Site creation.
All additional Sites will be displayed in Other Sites as tiles:
Click the circle icon to disable a Site, or the pencil icon
to modify site details.
Click Add Site and repeat the steps above to add another site.
Letterhead
In Letterhead you can modify the appearance of your site letterhead(s).
Click the pencil icon to make customizations to the appearance of your site letterhead.
In the Formatting Letterhead pop-up you have a range of formatting options available to customize the appearance of your site letterhead.
Please note that your site's fields are in {{ }} for auto population. You do not need to make changes to these "placeholder" fields. Instead, select the text you want to customize, then use the formatting toolbar to make changes to font styling, add a list, images, links, and more.
Hover your mouse over any button in the formatting bar to see a tool tip about what it does.
You can upload a logo or other image directly into the letterhead by clicking the Insert Image button:
Choose between uploading an image from your computer or inserting the URL to an image.
Example: uploading from your computer
Example: inserting a URL for an image
If uploading an image, click into the "Drop image" area and select the image from your computer.
Once all changes are made, or to save your progress and see your letterhead in progress, click Save.
Your changes will be reflected for each site. Click the pencil icon to make changes.
FAQs
You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.
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Need additional assistance?
Phone: 443-203-5857
Text: 866-301-0085
Email: ticket@icanotes.com
Chat: http://app.icanotes.com
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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.
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