– Setup, Site Configuration, Edit Doctor Information

– Start by adding the doctor’s name, specialty, license number, state, tax ID, DEA, and NPI number

– Other information can be left blank for now; it will be addressed later

– For multiple doctors, use the add a doctor option; contact us for additional unlocks

– Once the doctor unlock is available, use the arrows at the bottom of the window to add more doctors or the “go to doctor” button at the top of the window

– Contact support if you are using a billing entity or have additional questions

– Go to Setup, Site Configuration, Edit Control Table, and the Practice Information

– Enter the practice name, website information, physical address (including city, state, zip code), and phone and fax numbers

– Enter Practice NPI if applicable

– Other information can be left blank for now; it will be addressed later

– Close the window to save your changes