Practice information
This information appears on your PDF exports.
Practice Legal Name: The official name of your practice or facility as it appears on your professional documents.
Address: Your practice’s full or partial address.
The first page of an encounter PDF lists Provider (the documenting clinician), Date, Patient Name, and Date of Birth when the chart has a date of birth.
Every page prints the patient name at the top. With a date of birth on the chart, that line is the patient name, a middle dot, and DOB MM/DD/YYYY.
A signed note prints Electronically signed by [clinician] on [date and time].
Workspace configuration
Workspace Name: A short, descriptive name such as your practice name, a provider’s name, a location, or a department.
Members: Open Settings → Workspace → Members. The heading is Clinic Members.
Add Clinic User adds a person with name, email, and a role (Provider or Staff). Confirm with Add member.
On Clinic Members:
- Archive (another active member) opens Archive Clinic Member: “Archive this person to revoke clinic access while keeping their notes and records. You can restore them later.” Confirm Archive. The row stays with an Archived badge. Notes stay attributed to them.
- Restore (an Archived row) opens Restore Clinic Member: “Restore this person to the clinic as staff? They will regain access immediately.” Confirm Restore. They return as Staff.
- Remove (another active member) opens Remove Clinic Member: “Are you sure you would like to remove this person from the clinic?” Confirm Remove.
- Leave (your own active row) opens Leave Clinic: “Are you sure you would like to leave this clinic?” Confirm Leave.
An archived person who signs in sees: Your account has been archived. Please contact your administrator for access.
Billing note: Users with the “Provider” role are billable, and billing is prorated when added. Only assign this role to users who will actively document patient encounters. Archiving a Provider drops that billable seat. Archived members are left out of the team user count.