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The Vault

Your complete practice profile. Enter your information once; every tool across Think Beyond Practice reads from here.

Your data is stored securely and used only to pre-fill your tools. No information is shared with third parties. You can export or delete your data at any time.
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Important: Back up your Vault to secure cloud storage

Until recently, Vault data was only saved on the device where you originally entered it due to a backend issue. That issue is now fixed, but your data still needs a one-time push to cloud storage to sync across devices.

If your Vault information is showing below:

Scroll down, review your information, and click Save All at the bottom of any tab. You only need to do this once.

If your Vault is empty or missing information:

Your data is likely still saved on a different device. Do not start re-entering data here yet. Instead:

  1. Go back to the device where you originally filled out your Vault
  2. Open the Vault on that device and click Save All
  3. Return to this device and reload the page
  4. Your data should now appear here

If you cannot access the original device, contact support before entering new data so we can help recover or merge your information.

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Provider Identity

Your legal name and basic contact information as it appears on clinical documents.

Licenses & Identifiers

NPI, DEA, state license, taxonomy code, and other professional identifiers.

Only if you bill under an organizational NPI
Employer Identification Number for your practice entity
Find yours at nucc.org/taxonomy
If you hold a multistate compact license, enter details here

Practice Information

Your practice entity, address, and business structure.

Used for anniversary-based filings
Used for local crisis resources and county-level compliance
Pre-fills in Crisis Safety Plan Builder
Pre-fills in Crisis Safety Plan Builder
If you use one (ADP, Gusto, etc.)
States where entity is registered as foreign (comma separated)

Systems & Technology

The tools and platforms your practice uses. This information feeds into HIPAA documentation and compliance tracking.

How do you communicate with or about patients? Select all that apply.
List all (e.g., Google Workspace, Dropbox Business)
If using a separate billing service
Every device you use to log into your EHR, check patient messages, or access practice email. This feeds into HIPAA Hub and Compliance Tracker.

Credentialing IDs

Payer-specific identifiers used by the Credentialing Hub. If you don't have these yet, you can fill them in later.

Insurance & Malpractice

Your malpractice coverage and cyber insurance details.

Education & Training

Degrees, board certifications, and post-graduate training.

The organization (e.g., ANCC)

HPI Templates

Your own structure and voice for the History of Present Illness, used by the HPI Generator. These shape how your notes are organized; they never supply clinical content. Leave blank to use a sensible default.

How you want a new-patient evaluation HPI structured: sections or flowing narrative, order, level of detail, how to handle patient quotes, where risk goes.
How you want a follow-up (interval) HPI structured.
Tip: the HPI Generator can build these for you from one of your existing notes, then save them here.

Letterhead & Branding

Upload your letterhead (PDF, PNG, or JPG) for professional document output. Used by the Letter Generator, Treatment Plan Generator, and other document-producing tools.

PNG or JPG. Will appear at the top of generated letters and documents.
Choose File No file selected
Draw your signature once. It is stored in your Vault and composited onto signed letters at the PDF stage by the Letter Generator. Letters are unsigned by default; signing is an explicit per-letter choice.
Saved signature