Practice settings

👋 practice settings in eggmed this article will guide you through the "practice settings" section, which includes eight subcategories to help you manage your practice effectively let’s explore each subcategory in detail eggmed gives you full control over your practice configuration through the practice settings tab this section includes 8 key subcategories practice information working hours calendar sync booking configuration services team settings physical locations demo client 1\ practice information the practice information subcategory is divided into two sections provider information and organization information provider information here, you can edit the following details signature add your signature specialty specify your area of expertise npi number enter your national provider identifier license number provide your professional license number taxonomy code add your taxonomy code default location for sessions set a default location for your sessions organization information here, you can manage details about your organization practice name edit the name of your practice practice logo upload or update your practice logo about the practice add a small description of your practice this will be visible to your clients and team members (if applicable) relationship labels customize how relationship roles are labeled throughout your practice (provider/client, doctor/patient, mentor/mentee) public sign ups enable or disable public sign ups if enabled, you’ll receive a public url that users can use to sign up as clients of your organization tax id enter your tax id solo practitioners can use their ssn or ein as their tax id npi number of the organization add your organization’s npi number taxonomy code of the organization provide your organization’s taxonomy code license number of the organization enter your organization’s license number 2\ working hours in this section, you can edit your working hours and days add date overrides specify dates when your availability changes from your weekly hours for more details on how to manage your working hour how to manage your working hour s s check our dedicated article for this topic 3\ calendar sync integrate your eggmed calendar with external calendars using one way or two way sync one way sync view eggmed sessions and events on an external calendar changes must be made in eggmed a link is provided to copy important anyone with this url can access the calendar information two way sync view and manage eggmed sessions and events from your external calendar changes made externally will instantly sync back to eggmed connect your google calendar by clicking the connect button important notice by enabling two way sync, you agree to follow hipaa compliance and protect calendar info, including telehealth links your eggmed sessions and secure video links will sync with your external calendar, allowing direct access to sessions 4\ booking configuration customize how clients book sessions with you client booking preference choose how clients schedule sessions with you (editable) minimum notice time set the minimum amount of time before a session can be booked (default 1 hour) buffer time add padding around your sessions to prevent back to back bookings (default 10 minutes) start time increment set the frequency of your meeting start times (default 15 minutes) 5\ services manage your services and their associated rates and durations this section includes a table showcasing your services with details like cpt code duration price prepayment location tags roles assignees all fields are editable or deletable add new service by clicking the + add button, which opens a sidebar pop up to fill in the following details name cpt code (optional) duration price location assignees (provider and assignee roles) tags prepayment required (toggle on/off; default on for online locations) set as default service (toggle on/off) set as a free service (toggle on/off) save the service , and it will appear in the table 6\ team settings this section is divided into two tabs my team and roles and permissions my team view a list of your team members with their details email role last active supervisor invite status add a team member by clicking the add team member button, which opens a sidebar pop up to fill in full name email role npi number license number assigned clients (if applicable) color in the calendar (optional) roles and permissions manage permissions for the admin role and provider role clients choose what to view / edit / delete client list and records view (assigned only/all/none), edit / delete (assigned only/none) toggle to allow adding clients schedule manage client sessions and events view (assigned only/all/none), edit / delete (assigned only/all/none) toggle to allow adding sessions tasks manage client focused or general tasks view (all/none), edit / delete (assigned only/none) toggle to allow adding tasks finances manage invoices, payments, and reports view (assigned only/all/none), edit / delete (assigned only/all/none) toggle to allow adding bills add a customizable role by clicking the " add role " button you can name the role edit its permissions assign it to team members 7\ physical locations add and manage physical locations for your practice click the add location button to enter a name for the location save the location, and it will appear in a table for use in upcoming sessions 8\ demo client eggmed provides a demo client named virginia to help users familiarize themselves with the platform before working with real client data you can enable or disable the demo client at any time note disabling or enabling the demo client will not affect your real client data need help with other settings? explore the rest of the settings section → your account settings → configuration settings → ai settings → payment settings