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?

Use this table when a menu item or patient chart section is missing. For settings, in the left sidebar, click Settings (at the bottom). For patient chart sections, in the left sidebar, click Patients, then open the patient chart.

Feature	Where to configure it	Main dashboard menu items	Patient chart sections
Insurance	Settings → Insurance	Claims under Billing, 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 Billing, for owners, admins and staff	Care Time
Cases	Settings → Cases	No feature-controlled main dashboard menu item	Cases
Procedures	Settings → Procedures	Procedures under Library	No patient chart section
Memberships	Settings → Billing → Memberships, when shown	No feature-controlled main dashboard menu item	Memberships
Labs	Settings → Dispensary → Labs	No feature-controlled main dashboard menu item	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 → Inventory	Inventory, for owners, admins and staff	No patient chart section
Timesheets	Settings → Timesheets	Timesheets under Billing, for owners and admins	No patient chart section
Fax & Referrals	Settings → Fax & Referrals	Faxes and Referrals, for owners, admins and staff	Faxes, for owners, admins and staff. Referrals appears when fax is enabled.
DoseSpot	Settings → DoseSpot	No main dashboard menu item	DoseSpot, when prescribing is enabled for that user

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 be on and still be hidden from a team member when their role does not include that part of the dashboard.

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.
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 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?

In the left sidebar, click Settings (at the bottom) to check settings items that appear only when another service or integration setting is available.

Settings item	When it appears	What to check
Memberships under Billing	When Stripe can take charges	If Memberships is missing from Settings, check Settings → Billing → Stripe. See Connecting Stripe.
Junction under Dispensary	When Labs or Supplements are enabled	If Junction is missing, check Settings → Dispensary → Labs or Settings → Dispensary → Supplements first.
Fullscript under Dispensary	When Labs or Supplements are enabled	If Fullscript is missing, check Settings → Dispensary → 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?

These items are not controlled by the feature toggles in this article. If someone cannot see one of them, check their role or whether they are in the right place. For settings, in the left sidebar, click Settings (at the bottom). For patient chart sections, in the left sidebar, click Patients, then open the patient chart.

Area	Items
Main dashboard sidebar	Dashboard, Leads, Patients, Visits, Calendar or Calendars, Services, Tasks, Library, Omnichannel
Library menu	Consents, Forms, Templates, Interviews
Billing menu for owners, admins and staff	Invoices and Reports
Patient chart	Summary, Visits, Notebook, Tasks, Omnichannel, Consents, Forms, Interviews, Lab Reports, Lab Orders, Supplements, Invoices, Details & Settings
Owner and admin settings	My Profile, Organization, Team Members, Locations, Subscription, Website & Widget, Notifications, Calendar Sync, Security, Omnichannel, Fax & Referrals, AI Receptionist, Stripe, Insurance, Charting, Cases, Care Plans, Procedures, Discharge Letters, Inventory, Food Journal, Timesheets, Labs, Supplements, Junction, Fullscript, DoseSpot

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