Practice, Providers, Locations & Audit Log

Updated on July 29, 2026 | 01:28 PM – CST

This covers the rest of administration: your practice setup, the audit log, and importing data.

The video walks through the practice screen, where your core details, claim identifiers, and logo live, along with the settings for reminders, e-statements, and labs, then the three tabs for providers, resources, and locations.

You'll also learn about the audit log, your record of logins and changes, and the import data screen for bringing outside files into the system.