Overview
This article reviews the updates to make in your account settings
Who
Providers
Add individual NPI
Add License
Add DOB and Primary Contact Number if using ePrescribe
Add Signature
Front Desk, Billing, Office Manager
Mark "Allow Internal Appointment Scheduling" as "No"
Marking as "No" will remove you from the staff/optometrist dropdown in the appointment. It will also allow you to see all appointments in the homepage.
Video Overview
Updating Your Account Profile
1. Access Account Settings 0:00
Start from the home screen.
Click on your initials located in the top right corner.
Select 'Account Settings' from the dropdown.
2. Edit Your Profile 0:16
In the account settings, find and click on 'Edit Profile'.
3. Enter Provider Information 0:24
If you are a provider, input your:
Personal NPI (National Provider Identifier)
License number
Update your primary phone number and date of birth if you plan to use e-prescribe.
4. Update Email and Location 0:45
Update your email address.
Choose your primary location.
If you do not plan to be scheduled with patients, you can disable internal appointment scheduling.
5. Allow Internal Appointment Scheduling 1:06
As a provider, check the option to allow internal appointment scheduling.
Save your changes.
6. Add Your Signature 1:18
After entering your NPI and license, scroll to the bottom to add your signature.
This signature will be used for prescriptions and notes.
7. Reach Out for Support 1:35
If you have questions, contact support at:
Use the support chat feature for immediate assistance.
8. Thank You 1:50
Thank you for following the steps to update your account profile.