> ## Documentation Index
> Fetch the complete documentation index at: https://docs.athelas.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting Started with Your Practice

Within the *Preferences* section you have the ability to customize and accurately configure several components within Insights, namely:

* **General**
* **Calendar**
* **Waitlist**
* **Portal Configs**
* **Chart Note**
* **Appointment Types**
* **Measurements**
* **Medications**
* **Provider**
* **Insurance**
* **AI**
* **ICD10**
* **Text Snippets**
* **Rooms**
  Set up your practice’s preferences through each setting under the Preferences tab:

**General**

* Select options of showing modifiers, justifications, alerts, allow manual calculations, allowing editing by providers

* Specifically for "Dismiss Progress note Alerts", this will allow users to dismiss any alerts related to Medicare or Workers Compensation on the Chart Note

<img src="https://mintcdn.com/air_athelas/GiW28T6RvbTPtLoc/images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_1.png?fit=max&auto=format&n=GiW28T6RvbTPtLoc&q=85&s=6eb377a3e0ad7a7bd8bdf9d9f36efbe2" alt="" width="3186" height="1558" data-path="images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_1.png" />

**Calendar**

* Configure your calendar here with duration of each time block in the calendar and start and end time based on Site or facility

<img src="https://mintcdn.com/air_athelas/GiW28T6RvbTPtLoc/images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_2.png?fit=max&auto=format&n=GiW28T6RvbTPtLoc&q=85&s=ba37e6e49da9fedd3a555fe3d7c0b904" alt="" width="1962" height="576" data-path="images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_2.png" />

**Waitlist**

* Allow patients to join a waitlist or directly schedule
  **Portal Configs**

* Defines how far in advance patients can schedule appointments

<img src="https://mintcdn.com/air_athelas/GiW28T6RvbTPtLoc/images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_3.png?fit=max&auto=format&n=GiW28T6RvbTPtLoc&q=85&s=55942f2facffd989c1eacfc7e1fe72d2" alt="" width="3284" height="742" data-path="images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_3.png" />

**Chart Note**

* Set up restrictions to chart note signing based on certain criteria such as Visit Limits or if template validations fail

<img src="https://mintcdn.com/air_athelas/GiW28T6RvbTPtLoc/images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_4.png?fit=max&auto=format&n=GiW28T6RvbTPtLoc&q=85&s=e569e2985f6164e1872d6371142d821d" alt="" width="3186" height="1228" data-path="images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_4.png" />

**Appointment Types**

* Create different appointment types, duration, and coloring on your calendar

<img src="https://mintcdn.com/air_athelas/GiW28T6RvbTPtLoc/images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_5.png?fit=max&auto=format&n=GiW28T6RvbTPtLoc&q=85&s=b19d91f1941329a701daf1ad3aaefbae" alt="" width="3298" height="1692" data-path="images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_5.png" />

**Measurements**

* Create measurements

<img src="https://mintcdn.com/air_athelas/GiW28T6RvbTPtLoc/images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_6.png?fit=max&auto=format&n=GiW28T6RvbTPtLoc&q=85&s=09570323ac947d3e3f8ee3a9f37d579d" alt="" width="3292" height="1646" data-path="images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_6.png" />

**Medications**

* Nominate providers to allow them to prescribe uncontrolled substances

<img src="https://mintcdn.com/air_athelas/GiW28T6RvbTPtLoc/images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_7.png?fit=max&auto=format&n=GiW28T6RvbTPtLoc&q=85&s=aa4b15536da5340e44f2f93e96ca8be5" alt="" width="3308" height="1238" data-path="images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_7.png" />

**Provider**

* Set up provider credentials and schedules
* Intelligent provider credential tracking with scheduling safeguards to prevent out-of-network bookings and automated note-signing logic to ensure required cosigners are added

<img src="https://mintcdn.com/air_athelas/GiW28T6RvbTPtLoc/images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_8.png?fit=max&auto=format&n=GiW28T6RvbTPtLoc&q=85&s=308f0705c546e994cba16f03db92d2d7" alt="" width="3350" height="1708" data-path="images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_8.png" />

<img src="https://mintcdn.com/air_athelas/GiW28T6RvbTPtLoc/images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_9.png?fit=max&auto=format&n=GiW28T6RvbTPtLoc&q=85&s=81d501542d756482c9e7c4d224ba8b62" alt="" width="1696" height="1736" data-path="images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_9.png" />

**Insurance**

* Add Insurance covered

<img src="https://mintcdn.com/air_athelas/GiW28T6RvbTPtLoc/images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_10.png?fit=max&auto=format&n=GiW28T6RvbTPtLoc&q=85&s=ef19b2e022c97f6996353f779bf835c0" alt="" width="3274" height="1146" data-path="images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_10.png" />

**AI**

* Set up dot phrases when Air Scribe is documenting within the chart note

<img src="https://mintcdn.com/air_athelas/GiW28T6RvbTPtLoc/images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_11.png?fit=max&auto=format&n=GiW28T6RvbTPtLoc&q=85&s=40e954b3bce5e9ec8c9c099e84a062f6" alt="" width="1012" height="1714" data-path="images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_11.png" />

**ICD10**

* Select the ICD10 groups you would like to use for your practice

<img src="https://mintcdn.com/air_athelas/GiW28T6RvbTPtLoc/images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_12.png?fit=max&auto=format&n=GiW28T6RvbTPtLoc&q=85&s=da833afba3a418848a994149907be285" alt="" width="3294" height="1488" data-path="images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_12.png" />

**Text Snippets**

* Text snippets serve as reusable templates or pre-written text blocks that providers can quickly insert into their documentation.

<img src="https://mintcdn.com/air_athelas/GiW28T6RvbTPtLoc/images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_13.png?fit=max&auto=format&n=GiW28T6RvbTPtLoc&q=85&s=8c11b812da4c33b2bea0974b72d91b39" alt="" width="3324" height="1556" data-path="images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_13.png" />

**Rooms**

* Create dedicated spaces for different types of patient encounters or clinical activities
* Help separate different aspects of your practice (e.g., routine visits, urgent care, telehealth)

<img src="https://mintcdn.com/air_athelas/GiW28T6RvbTPtLoc/images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_14.png?fit=max&auto=format&n=GiW28T6RvbTPtLoc&q=85&s=1cd29cafcd0705ae43c1d7ca66651b2d" alt="" width="2380" height="1708" data-path="images/insights_admin/my_practice/getting_started_with_your_practice/getting_started_with_your_practice_14.png" />
