Practice Administrator Guide

Your Role as Practice Administrator

As a Practice Administrator, you have full control over your practice’s MySurgeryQuote setup. This guide covers your key responsibilities.

Initial Setup Checklist

When your practice first joins MySurgeryQuote:

• Upload your practice logo
• Set your brand colors
• Enter practice contact information
• Configure your quote disclaimer
• Add all surgeons
• Import/create all procedures with pricing
• Assign procedures to each surgeon
• Set up additional fees (facility, anesthesia, etc.)
• Add implant options if applicable
• Create user accounts for staff
• Test by creating a sample quote

Ongoing Responsibilities

Regular Maintenance

• Update procedure pricing as needed
• Add new procedures when offered
• Manage user accounts (add new staff, remove former employees)
• Update practice information if it changes

Quality Control

• Review quotes periodically for accuracy
• Ensure pricing is current
• Keep surgeon-procedure assignments up to date

What You Control vs. Platform Level

You Control:

• All practice settings and branding
• Users within your practice
• Procedures, pricing, and fees
• Surgeons and their assignments
• Quotes and patient data

Platform Level (MySurgeryQuote manages):

• Your practice subdomain or custom domain
• System updates and new features
• Technical infrastructure
• Platform security

Need Help?

Contact us at https://www.mysurgeryquote.com/contact/