My Profile Menu

Your profile gives you access to customizing everything "personal" to you → from name to licenses, online forms, CPT codes, office locations, service agreements, and more!

Within this Article

• Personal Information
• Contact Information
• General Settings
• CPT Settings
• Forms and Chart Templates
• Client Portal Settings
• Claim Printing Settings (test print)
• Claim Insurance Settings
• Calendar Settings
• Send Birthday Emails
• Session Settings
• Appointment Settings
• Permissions and Roles
• Data Export & Data Import
• Office Locations
• Account Information

This section is managed by the user for their individual profile.

Have access to manage and edit things like:

• Name
• Professional Names & other variations
• Licensure, Type 1 NPI, Individual Taxonomy and EIN, Individual Billing Phone # and Mailing Address

Enter contact details such as email addresses, social media, and emergency contacts.

This includes various general settings:

• Timezone
• Email notification with new client registrations
• Handling billing or scheduling inquiries for the practice
• Screen Reader Access

screen_search_desktop Screen Reader Access

When this feature is enabled, we make core changes to the way the schedule and charting work, explained below:

calendar_month Schedule

Here we show a simplified daily list view of your appointments. You can use Tab and Enter to navigate.

Switch between yesterday and tomorrow at the top as well

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description Charting

Here we include a new field, diagnosis codes search, and a results dropdown you can use to enter single or multiple diagnoses:

Enter a diagnosis code or keyword and click Tab → this will reveal the search results listed below:

To add a diagnosis:

• If your search lists just one result, Tab down to Selected Diagnosis Codes and click Enter
• If your search lists multiple results, Tab down to Selected Diagnosis Codes and use the dropdown to select your choice, then click Enter

That diagnosis will then be added, shown above.

To remove a diagnosis, Tab down to selected diagnosis codes highlight the one to remove and click Enter :

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

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

• Manage custom online forms
• Manage standard client documents
• Manage chart templates and chart options

This is used to manage the client portal experience for your clients!

Here's an overview of the sections:

• Client Portal Link: (in blue) for your own client portal (article here: Client Portal Website Linking)
• Client Portal Settings (more general), including managing settings like client messaging, view statements, pay bills, etc.
• Find Your Therapist: from enabling to configuring, here's our article about that: Find Your Therapist Feature
• Client Registration: this allows you to manage first if clients can self register, alongside options like ask for insurance or credit card. More info can be found here: Client Self-Registration
• Online Scheduling: To configure clients ability to self schedule based on client status
• Notifications: Want to receive emails when a client registers, sends messages, and changes appointments? Enable this option here.
• Cancelling Appointments: Configure whether or not clients can cancel an appointment through the portal. The warning option will alert clients that a fee may be applied within the specified time range.

live_help Issues with clients self scheduling?

😅 Don't sweat! Check out our handy article for all issues: Client Self Scheduling: Common Issues

Here you can adjust the printing alignment of claims that you need to print instead of sending electronically.

These fields are for claim settings for insurance companies specific to that provider.

• Set if you want to share a free/busy calendar with other therapists in your group
• Manage your availability calendar
• Sync with Google/iCal
• Manage observed holidays (we block your availability off for the holidays you have checked off)

• Gives you the option to (automatically) send a friendly birthday message to clients 🎂
• We also notify you via your messages for any that we do send out

A chime at the start and end of session can be managed here when using the Today / Autopilot view (left menu)

This is for miscellaneous defaults, including:

• The timeframe clients can cancel their appointments via the portal
  • Appointments must be cancelled _ hours prior
• Default reminder interval (days)
  • Used when creating new clients for reminders

Overview of Calendar, Birthday, Session, and Appointment Settings:

Supervisors & Supervisees

Article: Supervision

Article: Adding and Managing Staff & Roles

Here's our article about Data Export as well as Client Data Import options.

Here you will access to:

• Credentials: This is where you can change your username, or trigger a password reset
  • You can also view your Account History (including login details)
• Two-Factor Authentication: Enable for your account protection and keep client data even safer than with just a username & password!
• Service Agreements: view or download your BAA & TOS with us