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The My Practice page is your central hub in Insights to manage staff, facilities, providers, settings, and permissions for your practice. Click on the My Practice tab within Settings on the left navigation bar.

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Team Members

View, add, edit, and remove users. Default Role Permissions:
  • Administrator – Full access to all pages and features.
  • Billing Manager – Access to all pages except team management.
  • Staff – Limited access (Practice Overview + Advanced Insights). Best for front desk staff.
  • Single Provider – Claim Details page only, filtered to their own claims. Team Setting tab showing the user list, role filter, and Add new user, Edit, and Delete actions.
You may also check or uncheck individual items for specific employees.
  • The Feature Permissions options allow you to configure which features are available for your team member to utilize.
  • The Page Permissions options allow you to configure which pages your team member can view.
Role selection with Feature Permissions and Page Permissions checkboxes.Note: Unchecking “Miscellaneous Line Items” means a user cannot create or edit them, but can still view/apply them to balances.

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Practice Details

Enter and update your practice and corporate information.Ensure the corporate address is your official billing address. This appears in Box 33 on the CMS-1500 form and is required for compliance and enrollments.

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Main Contact

Store contact information for the practice owner and billing liaison.

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Facilities

Add, edit, or deactivate your organization’s facilities.Facilities tab showing facilities grouped by region with Name, Phone, Billing Name, Tags, and NPI columns.You can also move facilities between the Active and Inactive tabs.

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Providers

Manage your practice’s healthcare providers.
  • Add, edit, or deactivate providers in the Active tab.
  • View deactivated providers in the Inactive tab, where you can reactivate or permanently delete them. Providers tab showing the active provider list with First Name, DOB, NPI, and License columns.

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Taxonomy

Manage your practice’s taxonomy codes.Provider Taxonomy Codes are self-selected by each provider. They reflect area of specialty (based on education and licensure), not services rendered.Taxonomy tab listing taxonomy codes by Code, Description, License, State, Primary, Provider, and Facility.

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Treatments

Create, update, or delete default treatment information, including Service Type Codes.Edit Treatment dialog with Name of Treatment, Notes, Service Code, Minutes, and Justification fields.