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Settings is for owners and admins. Each tab:

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Practice

Your practice’s name, contact details and time zone, and the billing email our invoices go to. Also how patients see you: display name, color and logo, used on patient links and the appeal button.

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Team

Invite people by email, choose their role (owner, admin or viewer; see Your team), resend or cancel invitations, and remove members.

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Sign-in

  • Sign-in methods: password is always on; switch Google, magic link and passkeys on or off for your practice.
  • Two-step verification: require it for everyone in the practice, with a grace period to set it up.
  • Single sign-on: connect your identity provider with SAML 2.0 or OpenID Connect, and optionally require it for your email domain.

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Agreements

Your business associate agreement and your practice engagement: sign them, see their status and download signed copies.

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API keys

Create keys for the claims API with Send claims, Read claim status, or both. A key is shown once when you create it, so copy it then. Keys expire after a year; revoke a key any time. See Authentication.

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Appeal button

The setup for the appeal button, shown once our team switched it on for your practice. Read-only: to change the allowed websites, contact us.