Setting Up Your Practice
Complete the essential configurations to get your practice up and running. This step-by-step guide will walk you through all the necessary settings, from clinician settings to payments, ensuring your practice is ready to serve clients.
- How to Configure Practice Settings, Services and LocationsConfigure your Practice Settings and Locations to keep your practice's details up to date, add new locations, and manage essential settings. By following this guide, you'll streamline your workflows and ensure your information is always accurate.
- Set Up Team & Manage Custom RolesGet your team ready to collaborate. In this guide, you'll set up custom roles and invite team members, so everyone has the right permissions and responsibilities.
- Setup Practice Payment Details, Add Group NPIs, Payers, Enroll for Claim Submission and ERAs and Add Contracted RatesLearn how to configure your billing section, add group NPIs, set up payers, and handle claim submissions and ERAs.
- Setting Up and Using E-Prescribe for Your PracticeQuickly and securely send electronic prescriptions by connecting your practice to the Scripture network. This step-by-step guide walks you through setup, onboarding your team, and getting started with prescribing medication, so you can start streamlining your workflow today.
- Manage Clinician Details, Link Calendar & Enable Omni Recorder
- Creating Custom Tables with Dropdown Options in Note & Form TemplatesDynamic tables with drop downs make it easy to collect structured, detailed information—ideal for situations like tracking drugs and their classes. Using conditional logic, you can display questions based on earlier responses, so your forms stay focused and relevant.
- How to use notes and forms template or create new templates in Omnipractice
- Conditional Logic in Notes/Forms TemplatesIn this tutorial, you’ll learn how to create templates with conditional logic-based questions. Conditional logic lets you show or hide questions based on answers to earlier questions, making your forms smart and efficient.
- Customizable Appointment & Note Status and ReportsEasily track appointment and note completion with fully customizable status and Use AI-driven reports to monitor practice activity, and set up automated daily email schedules.