---
title: "Practice and Provider Settings"
url: "https://help.healthbridgeclinical.co.za/en/article/practice-and-provider-settings"
language: "en"
last_updated: "2026-08-05T09:50:21.956Z"
---

# Practice and Provider Settings

## Practice and Provider Settings

**What:** The Provider File, a set of pages reached from your name in the top-right corner, covering your practice and provider details, templates, letters, pathology, and support.

**Why:** This is where you configure how Healthbridge Clinical works for your practice, rather than for a specific patient or consultation.

**When:** Mostly during setup, and occasionally afterwards when you need to add a template, update a letter, or find a support contact.

## Sections

## 1\. Provider

*Location: Top-right corner › Provider File*

Click your **name** in the top-right corner to open the Provider File. It opens on **'Provider'** by default, showing read-only practice details, treating doctor information, addresses, and contacts. To change any of these, you'll need to do so on **myMPS**, they can't be edited directly here.

![Provider File Details page showing Practice, Treating Doctor, Addresses, and Contacts sections](https://cdn-assets.productfruits.com/52d33b32-c7d5-4b47-8665-33d4c1ad6e58)

## 2\. Custom Visit Templates

*Location: Provider File › left menu*

Build your own consultation templates here. Choose a **'Section'** (e.g. History/Symptoms), a field **'Type'** (e.g. Check List), and add options with an optional note for each. The **'Live preview'** on the right updates as you add fields.

![Custom Visit Templates page showing the Field editor with Section, Type, and Options fields, and a Live preview panel](https://cdn-assets.productfruits.com/92637c49-9a51-4777-9d8c-d742f026e4a7)

> **Not the same as billing templates:** This builds custom note-taking fields for the Symptoms and Examination tabs. To save a reusable bundle of billing lines (diagnoses, medicines, procedures), see **Billing and Procedure Templates** instead.

> **Full walkthrough:** For dependencies, headings, field types, and how to apply a saved template during a real consultation, see **Custom Visit Templates**.

## 3\. Letters & SMS's

*Location: Provider File › left menu*

Manage two libraries side by side: **'Custom letters'** and **'Custom SMS's'**. Search existing templates or click **'New template'** to create one. Once saved, these become available as manual options when you write a custom letter or SMS to a patient.

![Letters and SMS's page showing Custom letters and Custom SMS's tabs, a search field, and New template button](https://cdn-assets.productfruits.com/5f7cf90b-7b8a-43df-b02d-22b1557d1748)

> **Full walkthrough:** For the placeholder field list and a step-by-step on writing a template, see **Customizing Letters and SMS in Healthbridge Clinical**.

## 4\. Pathology

*Location: Provider File › left menu*

This opens the same **Pathology Centre** you can reach from the home dashboard's **'Pathology centre'** tab, with **'All pathology reports'**, **'Undelivered'**, and **'Patient search'** tabs. Click **'Mnemonic Codes'** in the top-right to configure your lab's short codes.

![Pathology Centre page opened from the Provider File, showing All pathology reports, Undelivered, and Patient search tabs, and a Mnemonic Codes button](https://cdn-assets.productfruits.com/b40d2425-1c4f-428f-b074-22761a464a06)

## 5\. Stylus Templates

*Location: Provider File › left menu*

Manage your own **HB Draw** templates for body charts. Search existing draw templates or click **'New template'** to create one, ready to use next time you open a body chart during an examination.

![Stylus Templates page showing the HB Draw template list with a Search draw template field and New template button](https://cdn-assets.productfruits.com/a0f05fd7-60ec-40df-b0d2-9be51b0ba0ed)

## 6\. Support

*Location: Provider File › left menu*

Find contact details for the Healthbridge Clinical support team, a link to the **Help Centre**, a **'Submit a referral'** link if you want to refer another doctor, and a **'Send a testimonial'** link for feedback. Your current app **Version** and a **'Clear Cache'** link are also here, useful if support asks for them while troubleshooting.

![Support page showing Call us, Contact details, Digital support, Refer a doctor, and Send us your Feedback sections, plus Version and Clear Cache links](https://cdn-assets.productfruits.com/30349667-e09d-4f39-be07-109593f00cbc)

> **Two sections covered elsewhere:** **'Address Book'** and **'Settings'** (including watermarks and email password protection) also live in this same left menu, but have their own dedicated guides, see Related guides below. **'Change password'** and **'Logout'** in the menu are self-explanatory.