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Profile Settings

Manage your personal and professional information at Settings → Profile (under the You section).

The Profile settings page: basic information and clinical information

Basic Information​

  • Email — your sign-in email is shown but locked; contact support to change it
  • Phone, first/last name, and date of birth

Clinical Information​

Your clinical details are used on insurance claims and billing documents:

  • NPI Number — your individual (Type 1) NPI
  • Taxonomy Code and Specialty
  • Licenses — add each license with its type and number (use + in the Licenses section)
Why this matters

Your license and NPI drive several things: they appear on claims and superbills, and they determine your subscription tier. Pre-licensed clinicians should also be linked to a supervisor — see Supervision.

Click Save Changes when you're done.

Your Personal Preferences​

The rest of the You section of Settings holds your individual preferences (each has its own page):

  • Note Preferences — default note template and note-generation preferences
  • Note Templates — your template library and the gallery (see Note Templates)
  • Calendar — week start, timezone override, and Google Calendar sync
  • Online Booking — client booking requests
  • Widgets — embeddable booking widgets for your website
  • My Rate Overrides — your personal rates when they differ from the practice fee schedule
  • My Notifications — which notifications you receive

Also on This Page​

  • Your Access — read-only badges showing your access level and any Supervisor/Supervisee status, so you can see at a glance what your account can do.
  • Profile Photo — JPG or PNG, up to 10 MB.
  • Security — Change Password, and Two-Factor Authentication enrollment (scan the QR with an authenticator app; disable from the same place).