Practice Settings

Team Members

Invite colleagues to your practice. Admins can upload fee schedules and manage billing; staff can run estimates.

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Only practice admins can manage billing. Ask your admin to add a payment method.

Locations Admin only

Each location keeps its own contracted rates — fee schedule, pharmacy terms and drug acquisition costs. Rates are never shared between locations: what you see for a location is that location's own contract. You can copy another location's rates as a starting point when you add one.

Custom Fee Schedules (per-payer) Admin only

Upload contracted rates per payer. When a patient has a matching payer, those rates are used instead of MRF/Medicare defaults. Upload one file per payer now, or one file with a "Payer" column for multiple payers at once (coming soon).

Pharmacy Rate Sheet

Your PBM/pharmacy-benefit contract terms — replaces modeled pharmacy reimbursement in the Optimizer.

Acquisition Costs

Your invoice costs (GPO/340B/WAC) — shown in the Optimizer; engine consumption lands with the next engine update.

Custom Patient Assistance Programs Admin only

Add assistance programs your practice knows about that aren't in the built-in database. Drug-specific (by HCPCS code) or diagnosis-based (by ICD-10). Your custom programs appear in the Copay Assist panel at the top of the list, above the built-in manufacturer and foundation programs.

Drug Profiles

Customize which admin codes, quantities, and office visit defaults your practice uses for specific drugs. When a profile is saved, every future estimate for that drug uses these settings instead of the standard defaults.

Default Pre-Medications Admin only

Pre-meds added here appear as quick-add checkboxes on every estimate. IV drugs bill through insurance; PO drugs show as flat patient cost.