Understanding The Practice Settings Tab

• Users
• Providers 
• Locations
• Patients
• SFTP
• Upload

In this article, you will uncover the mysteries of the Practice Settings Tab. We will delve deep into the features available, providing detailed insights into their functionalities. Additionally, we will link to further information about the various options, ensuring you have all the resources you need to fully master this tab's capabilities.

Users

This tab is your one-stop shop for managing users. You can easily:

• Add new users to the system.
• Update information for existing users.
• Unlock accounts that may be locked.

For more information on adding new users, editing users, and unlocking accounts, please refer to the linked articles.

Providers 

This tab is your central hub for managing all your practice's providers. Here, you can:

• Effortlessly add new providers to your system, getting them set up quickly.
• Maintain up-to-date information for your existing providers by easily editing their details.

For more information on adding, modifying providers, and customizing your view, please refer to the linked articles.

Locations

This tab keeps your practice locations organized and up-to-date. Here, you can:

• Effortlessly add new locations, ensuring all your practice sites are clearly listed.
• Maintain accurate information for your existing locations by editing details as needed. This is helpful for keeping things current with address changes, phone numbers, or other details.

For more information on adding and modifying locations, please refer to the linked articles.

Patients

This tab is your central location for accessing all your patient information. You can:

• Easily view your patient list: Quickly find the patients you need by browsing a clear and organized list.
• Search for specific patients: Utilize powerful search tools to find patients by name, ID number, or other criteria.

This tab empowers you to efficiently access and manage your patient information.

For more information on the Patients tab, please refer to the linked article.

SFTP

This tab provides a convenient overview of your SFTP setup. Here, you can:

• Review your SSH key: Easily access and confirm the key used for secure file transfer.
• View your login details: Quickly find the information needed to establish an SFTP connection.

Having this information readily available simplifies managing your SFTP setup.

For more information on SFTP, please refer to the linked article.

Upload

This section allows you to easily add new patients to SamaCare. Simply upload your patient demographic information using the provided tool. We'll handle the rest, seamlessly integrating the data into your SamaCare system.

This approach saves you time and ensures your patient information is accurate and up-to-date within SamaCare.

For more information on this upload feature, please refer to the linked article.

We're here to guide you through your prior authorization quest!