EHR360

Terms in these guides: We use Practice for what EHR360 calls a clinic (your organization site under Administration). A provider is a doctor or other clinician who delivers care—not office staff unless noted as Practice Staff.

General

The General tab is the practice identity record: name, type, address, phone, email, Group NPI, and Tax ID. Create the practice here first (Add Practice). After save, other Edit Practice tabs unlock. Super Admins and users with Practice Management edit rights maintain this profile. Branding, payments, and EDI live under Settings—not on General.

Edit Practice

General
Locations
Specialties
Insurance
Visit Types
Clinic Services Types
Scheduling
Users
Room Management
Service Types
Dot Phrases
Lab Settings
Imaging Categories
Notes Templates
Task Template
Settings

Basic Practice Information

Enter your practice name, type, address, and contact details.

Enter practice name
Single Practice
Enter street address
Enter city
Select state
Enter phone number
Enter practice email

Create Practice vs Edit Practice

Add Practice opens General first; save creates the clinic and unlocks Locations and other tabs. Edit Practice opens an existing clinic so you can update General and continue through the tab bar.

Practice Tab Bar

Under Edit Practice, the horizontal tab bar lists General through Settings (or Task Template). Use prev/next arrows when tabs overflow. Most tabs use the location picker in the header; General does not.

Who Can Edit General

Super Admins can always edit. Other users need Practice Management rights for the General tab (view/edit practice). Without edit rights, Save is blocked or Access Denied appears.

Required Fields

Practice Name, Practice Type (Single Practice or Group Practice), Practice Email, Phone, and Address are required. Email must be unique across practices and valid. Phone uses a US mask. Address supports Google Places autocomplete.

Practice Name and Practice Type

Choose a clear practice name staff will recognize. Single Practice vs Group Practice affects how you think about multi-site and billing identity—set this correctly before going live.

Address, City, State, and ZIP

Street address is required. City, state, and ZIP are optional but recommended for claims and reports. ZIP should be digits only when entered. This address is the practice mailing/legal address; physical sites are added under Locations.

Phone, Email, and Fax

Practice phone and email are required for contact and often appear on statements or portals. Fax is optional; if entered it must be a valid US phone format.

Group NPI

Optionally search by NPI number or organization name (NLM lookup) to attach Group NPI. Used for claims and payer enrollment. Enter digits only when set.

Tax ID

Optional practice Tax ID for billing and administrative reporting. Keep it accurate before enabling clearinghouse/EDI under Settings.

Save and Next

Save persists General data. On Edit Practice, successful save can advance to the next visible tab. Create Practice must succeed before Locations, Scheduling, Visit Types, and Users can be configured usefully.

What General Does Not Include

Operating hours are under Scheduling. Sites are under Locations. Payments (Stripe/Sola), DoseSpot, RingCentral, branding, and clearinghouse/EDI are under Settings. Do not expect those controls on General.