SettingsOffice Settings

Office Settings

Configure your office profile including name, address, state, timezone, practice type, and specialties.

Managing your office profile

Office Settings is where you configure the details about your physical office location and practice type. This information is used throughout ChairPulse for compliance reports, AI-generated recommendations, and state-specific regulatory requirements.

Navigate to Office Settings from the Settings section in the sidebar.

Page tabs

The Office Settings page is organized into six tabs:

TabDescription
DetailsOffice name, address, timezone, and practice type
TeamTeam members assigned to this office (see Team Management)
AssignmentsRoom-to-staff assignment configuration -- assign team members to rooms per day of week (see Room Assignments)
UsageAI feature usage statistics for this office
MaintenanceOperating days and office closures (see Operating Days)
Service TechniciansManage service providers and vendors (see Service Providers)

Location Details

The Location Details card contains the following fields:

Office Name

Enter a descriptive name for your office (e.g., "Main Office", "Downtown Location"). This name appears in the sidebar office switcher and in multi-office reports.

Timezone

Select your timezone from the dropdown. Available options are:

  • New York (Eastern)
  • Chicago (Central)
  • Denver (Mountain)
  • Los Angeles (Pacific)
  • Anchorage (Alaska)
  • Honolulu (Hawaii)

Street Address

Enter the full street address of your office.

City, State, and ZIP Code

Enter your city, select your state from the dropdown (all 50 US states), and enter your ZIP code.

Country

Currently fixed to USA. International locations are not yet supported.

Changing your state or city affects which compliance requirements apply to your office. If you change either of these fields, ChairPulse will prompt you to either update your compliance requirements (which resets your compliance setup) or keep your current requirements unchanged.

Practice Profile

The Practice Profile card lets you configure your practice type and specialties. Your practice type determines which compliance requirements are generated for your office.

Available practice types include options such as General Dentistry, Orthodontics, Oral Surgery, Pediatric Dentistry, Periodontics, Endodontics, Prosthodontics, and more. You can also select multiple specialties.

Changing your practice type triggers a compliance update dialog. You have two choices:

  • Update Requirements -- Resets your compliance setup and deletes existing compliance tasks so you can run the compliance wizard again with the new practice type. This requires a digital signature for the audit trail.
  • Keep Current Requirements -- Saves the practice type change but leaves your existing compliance tasks intact.

Saving changes

Click Save Changes at the bottom of the Details tab to apply your updates. If your changes affect compliance-relevant fields (state, city, or practice type), the Compliance Update Confirm dialog will appear before the save completes.

Multi-office management

If you are an admin or DSO admin viewing a specific office from the Organization Settings page, you will see:

  • A breadcrumb trail: Settings > Organization > [Office Name]
  • A back button to return to the Organization Settings page
  • The same six tabs available for any office in your organization

This allows administrators to configure any office in their organization without switching their active office context.