---
title: "Samacare User Interface Walkthrough:  Practice Settings"
description: walkthrough practice settings
---

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August 14, 2026

# Samacare User Interface Walkthrough: Practice Settings

## This article provides an overview of the Practice Settings tab, including the available configuration options and their purpose, helping users understand and manage their practice settings effectively.

The Practice Settings page is available from the gear icon in the left-hand menu in SamaCare.

1. #### Users
   
     1. The **Users** tab is your one-stop shop for managing user accounts within the system. Here, you can:
        
            - Easily add new users to the system and get them set up quickly.
            - Keep user information accurate and up to date by editing existing account details.
            - Unlock accounts when needed, helping users regain access and stay productive.
2. #### Providers
   
     1. The **Providers** tab is your go-to place for managing your practice’s providers. Here, you can:
        
            - Effortlessly add new providers to your system and get them set up quickly.
            - Maintain accurate, up-to-date provider information by easily editing existing provider details.
            - Keep your provider roster organized and current to support efficient practice management.
3. #### Locations
   
     1. The **Locations** tab helps keep your practice locations organized and up to date. Here, you can: 
            - Effortlessly add new locations, ensuring all your practice sites are clearly listed.
            - Maintain accurate information for existing locations by updating details as needed, such as addresses, phone numbers, and other key information.
            - Keep location records current to support smooth operations across your practice.
4. #### Patient Admin
   
     1. The **Patients Admin** tab is your go-to place for accessing patient information. Here, you can:
        
            - Easily view your patient list through a clear and organized interface.
            - Quickly search for specific patients using criteria such as name, patient ID, or other identifying information.
            - Efficiently access and manage patient records to support day-to-day practice operations.
5. #### SFTP
   
     1. The **SFTP** tab provides quick access to the information needed to manage your SFTP connection. Here, you can:
        
            - Review your SSH key to confirm the credentials used for secure file transfers.
            - View your login details for establishing and maintaining an SFTP connection.
            - Access key connection information in one place to simplify SFTP setup and management.
6. #### Upload
   
     - This section allows you to add new patients to SamaCare by uploading patient demographic information using the provided import tool.
     - Once uploaded, the information is processed and added to your SamaCare system, reducing the need for manual data entry.
     - Importing patient data helps streamline onboarding and ensures patient records are available within SamaCare for ongoing management and care coordination.
7. ####  Payer Responses – Unmatched
   
     1. The **Payer Responses – Unmatched** tab gives institution admins visibility into payer responses that came in but couldn't be automatically matched to an authorization. Here, you can: 
            - Review faxes and portal screenshots that arrived from payers but weren't automatically linked to one of your authorizations.
            - Resolve unmatched payer communications on your own timeline, keeping your authorization records complete.

 

 

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