My Profile Menu

Understanding My Profile menu sections allows for greater access to some key areas related to the provider, such as personal information, forms and templates, calendar settings, reminders and more.

Within the Article:

Personal Information
Forms and Templates
Client Portal Settings
Claim Insurance Settings
Calendar Settings
Session Settings
Permissions and Roles
Account Information

Personal Information

This section is managed by the user for their individual profile. Within includes individual billing information (phone number, mailing address) and contact details such as email addresses, social media, and emergency contacts.

CPT Settings

The CPT Code default settings are based upon what the Practice Manager or Owner set up. Before updating these settings, check first with your Practice Manager or the Owner (if applicable).

Forms and Templates

Forms and templates can be managed by the Provider or Office Manager. Here is also where you can:

  • Manage standard client documents.
  • Biographical client portal - add and arrange questions, including client electronic signatures (e-sig) access and verifying a portal document/form has been read.
    **NOTE: You can remove custom questions you created. Default questions cannot be removed.
  • Defining chart templates and chart options - change the default chart style by selecting from the drop-down and clicking Save.

Client Portal Settings

Need to manage online scheduling settings (such as inactive client or cancelled appointment reminders)? The Client Portal section allows for this, as well as for adding templates for charting and auto-generated information. These settings include various online options for clients, scheduling and appointment cancellation, and more.

Claim Insurance Settings

These fields are for including provider ID and additional CMS-1500 details. Just after this section is Card Processor Settings, where the card processor (such as Square) established by the practice is enabled.

Calendar Settings

Set your availability calendar, sync up your with Google/iCal, edit observed holidays, and adjust the Time Zone here.

Session Settings

A chime reminder can be enabled here, at the start and end of a session.

Permissions and Roles

Locate Supervisor roles, along with who is supervised within a group and individual supervisees.

Account Information

Here you will access Provider credentials, activate two-factor authentication, and update billing plans/credit cards/service agreements.

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