Osprey Academy - Customer Support & Training

Using Osprey

Learn how to use Osprey to manage your day-to-day operations and processes

Managing your Practice Details

Who is this guide for?

System Supervisors

Osprey can populate correspondence with your firms’ details. These details can be added, amended, and removed when needed.

Viewing your Practice Details

To view your firm’s current details stored within Osprey, go to Supervisor > System Setup > System Settings and select Practice Details.

You should see one entry, with the ID of DEFAULT.

Editing the Practice Details

To View and Amend your practice details, right click on the DEFAULT entry, and select Edit.

On the edit screen, you can update any of your practice’s details, and then click Save.

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