Turning features on and off

Feature settings live under Settings. Some features can also be selected when you open a new practice, based on the practice type you choose. After the practice is created, owners and admins use Settings to configure them.

Which feature controls each menu item or patient chart section?

The settings overview shows the feature controls that owners and admins use. Use Settings (1) to open it, and Care Plans (2), Inventory (3), Labs (4), and Supplements (5) are the settings areas that control those features.

In the patient chart, use Care Plans (1), Faxes (2), Lab Reports (3), Lab Orders (4), and Supplements (5) for the feature-controlled sections this table describes. Care Plans (1) is the care-plan section, Faxes (2) is the fax section, Lab Reports (3) and Lab Orders (4) are the lab sections, and Supplements (5) is the supplements section.

Feature	Where to configure it	Main dashboard menu items	Patient chart sections
Insurance	Settings → Insurance	Claims under Admin, for owners, admins and staff	Claims, for owners, admins and staff. The patient sidebar also shows insurance eligibility when insurance billing is on.
Care Plans	Settings → Care Plans	Care Plans under Library	Care Plans
Care Time	Settings → Care Plans	Care Time under Admin, for owners, admins and staff	Care Time
Cases	Settings → Cases	No feature-controlled main dashboard menu item	Cases
Labs	Settings → Diagnostics → Labs	Lab ranges under Library	Lab Reports and Lab Orders
Supplements	Settings → Dispensary → Supplements	Supplements under Library	Supplements
Food Journal	Settings → Food Journal	No feature-controlled main dashboard menu item	Food Journal
Inventory	Settings → Dispensary → Inventory	Inventory, for owners, admins, doctors and staff	Administered, when an item is tracked by container
Timesheets	Settings → Team → Timesheets	Timesheets under Admin, for owners and admins	No patient chart section
Fax & Referrals	Settings → Communication → Fax & Referrals	Faxes and Referrals, for owners, admins and staff	Faxes, for owners, admins and staff.
DoseSpot	Settings → Dispensary → DoseSpot	No main dashboard menu item	DoseSpot, when prescribing is enabled for that user
Automations	Settings → Growth → Automations	Automations in the main dashboard sidebar	No patient chart section
Media	Settings location not shown here	Media in the main dashboard sidebar	No patient chart section

Care Time depends on Care Plans. If Care Plans are off, Care Time is not shown.

Which role restrictions can hide a feature?

A feature can still be hidden from a team member when their role does not include that part of the dashboard. In the admin menu, Claims (1), Invoices (2), Reports (3), and Timesheets (4) are the role-gated items this section covers. Claims (1) is the billing claims item, Invoices (2) is the billing invoices item, Reports (3) is the reports item, and Timesheets (4) is the team timesheets item.

Area	Who can see it	If someone cannot see it
Organization settings sections	Owners and admins	They need the Owner or Admin role to manage organization settings. Other members may still see personal settings under Settings → Account.
Operational menu items	Owners, admins and staff	Clinicians do not get the full operational dashboard. Feature-gated operational items still need their feature turned on.
Timesheets in the main sidebar	Owners and admins	Staff and clinicians do not see the team Timesheets menu item.
Calendar or Calendars	Clinicians see Calendar. Owners, admins and staff see Calendars.	This is based on role, not a feature toggle.
Patient Claims	Owners, admins and staff	Clinicians do not see patient claims even when insurance billing is on.
Patient Faxes	Owners, admins and staff	Clinicians do not see the patient fax section.
Patient Log	Admins	Owners and admins can open patient record activity from the Log button in the patient sidebar.
Patient DoseSpot	Users with prescribing enabled	The clinic DoseSpot setup alone does not make the section appear for every user.

For a full role comparison, see Roles, licences, and permissions.

Which settings depend on another service or integration?

Some settings items appear only when another service or integration setting is available.

Use Settings (1) to open the settings overview.

Settings item	When it appears	What to check
Junction under Diagnostics	When Labs or Supplements are enabled	If Junction is missing, check Settings → Diagnostics → Labs or Settings → Dispensary → Supplements first.
Fullscript under Dispensary	When Labs or Supplements are enabled	If Fullscript is missing, check Settings → Diagnostics → Labs or Settings → Dispensary → Supplements first.
Clearinghouse, Billing Rules and Fee Schedule under Insurance	When insurance detail settings are shown	If these are missing, start with Settings → Insurance.

Which navigation items are not controlled by these feature toggles?

If someone cannot see one of them, check their role or whether they are in the right place. The patient chart navigation shows Summary (1), Visits (2), and Notebook (3) as standard sections, not feature-controlled ones. Summary (1), Visits (2), and Notebook (3) are the standard chart sections that stay visible.

Area	Items
Main dashboard sidebar	Dashboard, Leads, Patients, Visits, Calendar or Calendars, Media, Services, Tasks, Library, Omnichannel, Automations
Library menu	Consents, Forms, Templates, Interviews
Billing menu for owners, admins and staff	Invoices
Patient chart	Summary, Visits, Notebook, Tasks, Omnichannel, Consents, Forms, Interviews, Lab Reports, Lab Orders, Supplements, Invoices, Details & Settings
Personal settings for every member	Profile, Notifications, Calendar Sync, Security, Insurance
Owner and admin settings	My Profile, Organization, Team Members, Locations, Subscription, Calendar Sync, Security, Omnichannel, Website Widgets, Fax & Referrals, AI Receptionist, Stripe, Insurance, Patient Profile, Charting Sections, Cases, Care Plans, Discharge Letters, Inventory, Food Journal, Timesheets, Labs, Supplements, Junction, Fullscript, DoseSpot, Auto-charge, Activity Log, CRM, Promo Codes, Cancellation Fees

Charting sections inside a visit are managed separately: in the left sidebar, click Settings (at the bottom), then under Charting, click Charting Sections. See Choosing your charting sections.