You can review the list of purchased features or add-ons you're using in your system. You can also access additional subscription options.

To review your Actionstep features:

1. In Practice Management, click the Actionstep logo and choose Subscription.
   • If you're using the old toolbar, hover over the organization menu and choose Subscription Settings. The Subscription page appears.
      
2. On the Subscription page that appears, use the links on the page to view your billing information in the Billing Portal, access the Practice Management knowledge base, or submit a request for support.
3. Review the list of Add-ons and click a specific add-on to view information about it.

Additional Resources:

• Working with a Staging System
• About the Actionstep Admin Page
• Actionstep Terminology

Updated June 17, 2026 21:23