Your Workspace Settings allow you to configure important details about your practice and control who has access to your workspace.
Practice Information
This information appears on your PDF exports and helps provide context for your clinical documentation.
Practice Legal Name
Enter the official name of your practice or facility as it appears on your professional documents.
Address
Add your practice's full or partial address. This helps contextualize your documentation.
Workspace Configuration
Workspace Name
Give your workspace a short, descriptive name such as:
Your practice name
A provider's name
A location name
A department name
Workspace Members
Manage your team's access to the workspace:
Add new team members
Remove users who no longer need access
View all current members and their roles
💡 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.