Organization setup
Foundational settings for your organization. Mostly one-time.
Fields
| Field | Where it appears |
|---|---|
| Organization name | Patient invite emails, Session PDFs, CMS-1500 |
| Organization NPI (if applicable) | CMS-1500 billing provider section |
| Tax ID / EIN | CMS-1500 |
| Office address | Superbill, CMS-1500 |
| Phone & email | Patient invite emails |
| Organization logo | (coming soon) Patient-facing surfaces |
Where to set this
Profile → Organization → Profile (Admins only).