Practice settings - Operant Health Help Center

Open Settings on the web.

Set these first

Profile & Practice: your practice details, logo, default provider and schedule time zone. Each section has its own save button. Intake emails and the EHR extension need the time zone.
Users: invite your team. See invite your team.
Visit types & report templates: an Administrator sets these up. See templates and macros.

Everything else

Setting	What it’s for
My report templates	Each provider picks the templates for their own visits.
Intake Forms	The questions patients answer before their visit.
Patient Guide	Your practice’s design for post-visit guides.
Document Library	Your forms, and the designer to build new ones. In beta.
AI Settings	How notes are written, including your personal writing style.
Insurance & Billing	Eligibility checks, if your practice uses them. Turn on Enable eligibility checks and add your Provider NPI and Provider organization.
Review Collection	Ask patients for reviews and collect testimonials.

In the app, More → Settings shows your account, practice and role, and your visit types.