*Please note: if your office's tax numbers are going to change, this is not a simple change of contact information. It is rather a new company and you must therefore have access to a new database. If this is the case, we invite you to contact our customer service department at [email protected].

Since the office is primarily a person, any changes to the office information must be made in the person record in the general information of the Manage Office tile:

To quickly access this record, follow these steps:

Step 2: Click on the "Manage Desktop" tile.

Step 2: Click on the "Manage Desktop" tile.

Step 3: In the desktop management window, click on the magnifying glass to the right of your desktop name.

Step 4: Your practice name will be filtered by default. Select it by clicking on it once.

Step 5: Click on the pencil icon at the top right.

You will see the person's record for your office. Make any necessary changes.

Here you can modify :

Click on the fields to modify them.

Example:

Step 5: Save the changes with the green check mark.

Result: