Today's Overview
Use the Schedule tab to add appointments.
No patients yet — add your first patient above
Schedule Calendar
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Chart Notes
Billing & Claims
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Cash Web Leads
Sales funnel · All sources
Settings — Practice Configuration
Manage your team, facilities, pharmacies, and activity audit in one place
| Workspace Org Unit | Hub Role | ||
|---|---|---|---|
Providers /IGH/Providers | → | Provider | |
Billing Dept /IGH/Billing | → | Billing | |
Sales /IGH/Sales | → | Sales Rep | |
Front Desk /IGH/Front Desk | → | Receptionist |
Not connected yet
Connecting authorizes the Hub to read your Workspace directory — names, emails, and Org Units only. It cannot send mail, see files, or change anything in Workspace.
Use this until Google Admin is connected. Each role determines what they can see. Providers see only their own patients, sales reps see only leads, billing sees only invoicing data — access is enforced automatically once a role is assigned.
One facility per line. This list populates the Assisted Living facility dropdown for new and edited patients.
Add pharmacies below. This list populates the Pharmacy dropdown when prescribing medications.
Choose the primary accent color for the Hub. All staff will see this change immediately.
Layer a seasonal accent on top of your base color. Keeps the Hub feeling fresh year-round.