Find or edit a Practice

Follow the steps below to find or edit an existing Practice.

  1. Select Customer Setup > Practices.

  2. Use the Show All button to view all practices. Or use the Search field to further drill down your search. 

    Place a check in the Include inactive practices box to include inactive practices in your search results.

  3. Select the Practice.

  4. Optional: Modify the information. 

  5. Click Save. Otherwise, click Close if no changes were made.