From Sign-Up to Your First Dashboard

In Practice Better: click your name → Settings & Preferences → API Access, then click the + button → Create API key. Name it anything, set access to Read only, then copy the Client ID and Client Secret it gives you.

Paste both into Practice Business Insights and click Connect.

Next you'll sign a Business Associate Agreement (BAA)— the agreement HIPAA requires between a practice and any service that handles patient information on its behalf. Every practice gets one as part of onboarding, signed once by an administrator on the practice's behalf, before a single patient record is imported. You'll enter your practice's legal entity name, state of organization, and entity type(LLC, PC, and so on), plus your name and, optionally, your title — the agreement names your practice, so these become part of it. A copy is emailed to you, and it's always available under Settings → Legal.

Once you accept, your data starts syncing automatically — larger practices can take several minutes for the first sync.

On your dashboard, click Filtersto set your date range, choose whether to include future appointments, and exclude any service types that shouldn't count toward your numbers — discovery calls, free consultations, internal visits, admin blocks, and the like. Admins can click Save as default first so those choices carry over automatically next time, then click Apply.

That's it — your Executive Summary is ready to explore.