Client Setup
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Primary Contact
Billing Contact
Define how your organization groups patients and staff. Teams drive dashboard views, digest emails, and Patient Intake groupings. Most agencies create one team per location — but you can define teams however works best for your organization.
Assign CoPilot roles to control what each user can see. These roles apply only to CoPilot dashboards and reports — they do not change core account permissions.
Assign each Rep to their Manager. This determines whose data Managers can see.
Set monthly performance targets for your dashboard. These targets drive pacing calculations, benchmarks, and goal tracking across all dashboard views. Update monthly or leave as defaults.
Dashboards use these Team targets when users view one Team or a group of Teams. All Teams is the sum.
Set the default email and alert behavior for this CoPilot account. Individual users can still personalize their own digest schedule and team filters in CoPilot.
Digest Emails
Alerts
Brand Colors
Typography
Logos
Essentials Required
These fields enhance the quality of generated content but aren't required to get started.