Administration / System Admin / System Configuration

📋 Page Guide

🏢 Organization Settings ›
Configure your organization's identity information including legal name, tax ID, NPI, and mailing address. Upload your organization logo (PNG/SVG, max 2MB).
  • Organization Name: Legal entity name
  • Tax ID (EIN): Federal Employer ID (XX-XXXXXXX)
  • NPI: National Provider Identifier (10 digits)
  • Address: Primary business address
🌐 Operational Defaults ›
Set system-wide defaults for timezone, date/time formatting, currency display, and UI language. These settings apply to all users unless overridden in individual preferences.
  • Timezone: Affects appointment scheduling and timestamps
  • Date Format: Applied to all date displays system-wide
  • Currency: Used in billing and financial reports
  • Language: Default UI language for new users
🔌 Feature Modules ›
Enable or disable optional platform modules. Changes take effect after saving. Some modules require additional configuration.
  • RPM: Remote Patient Monitoring integration
  • PACE: Program of All-inclusive Care for the Elderly
  • Multi-Tenant: Supports multiple sub-organizations
  • AI Doc Scanning: Automated document extraction (Beta)
  • 340B Tracking: Drug discount program management
  • Fraud Detection: AI-powered claims anomaly detection
🔒 Security Policies ›
Configure session management and access control settings to meet your organization's security policies and HIPAA requirements.
  • Session Timeout: Auto-logout after inactivity
  • Max Sessions: Concurrent login limit per user
  • Idle Timeout: Screen lock after idle period
  • IP Whitelist: Restrict access to known IP ranges
💾 Saving Changes ›
Use Save All Settings to persist all changes across all sections. Use Reset to Defaults to restore factory settings — this cannot be undone. Changes are applied immediately after saving.
System Configuration
Manage organization profile, operational defaults, feature modules, and security policies
🏢
Organization
Legal identity, NPI, and contact information
Legal entity name as registered
Name shown in patient-facing communications
🏥
Click to upload or drag and drop
PNG, SVG, or JPG · Max 2 MB · Recommended 200×200px
Logo appears in PDF reports, email headers, and the patient portal
🌐
Operational Defaults
Timezone, formatting, and regional settings applied system-wide
Applies to appointment scheduling and timestamps
Default for new users; users can override in their profile
🔌
Feature Modules
Enable or disable optional platform capabilities
RPM Module Add-on
Remote Patient Monitoring device integration and data ingestion
PACE Module Enterprise
Program of All-inclusive Care for the Elderly workflows
Multi-Tenant Enterprise
Support multiple sub-organizations under one platform instance
AI Document Scanning Beta
Automated OCR extraction from clinical documents and EOBs
340B Drug Tracking Add-on
Drug discount program eligibility tracking and reporting
Fraud Detection Beta
AI-powered anomaly detection on claims and billing patterns
🔒
Security Policies
Session management, access control, and HIPAA compliance settings
Session Management
Session Timeout
Auto-logout after this period of inactivity
minutes
Maximum Concurrent Sessions
Number of simultaneous logins allowed per user
sessions
Idle Screen Lock
Lock screen (require PIN) after idle period
minutes
Password Expiry
Force password reset after this many days
days
Enforce MFA for All Users
Require multi-factor authentication on every login
HIPAA Audit Logging
Log all PHI access events to immutable audit trail
IP Address Whitelist
Restrict portal access to the following IP addresses or CIDR ranges. Leave empty to allow all IPs.
192.168.1.0/24
Internal office network
10.0.0.0/8
VPN subnet
198.51.100.42
Remote admin workstation
203.0.113.0/28
Partner clinic network
All settings saved · Last updated Apr 3, 2026 at 9:41 AM CT
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