Profile Settings

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Accessing Settings

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Web App

Click Settings in the sidebar navigation.

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Mobile App

Tap the Settings tab (gear icon) in the bottom navigation.

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Profile Sections

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Basic Information

Your personal account details: To update:

1. Edit the fields
2. Click Save

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Personal Profile

Professional information for billing:

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MOH Group Settings

Ministry of Health group configuration:

• MOH Group Number - Your assigned group
• Specialty Code - OHIP specialty designation
• Payment Program - RMB, FFS, etc.

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Facility Associations

Manage the facilities where you practice:

1. Go to Settings > Facilities
2. View associated facilities
3. Add new facilities (if permitted by admin)
4. Set default facility

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Changing Your Email

To change your account email:

1. Go to Settings > Basic Information
2. Enter new email address
3. Click Save
4. Verify the new email via confirmation link

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Changing Your Password

1. Go to Settings > Change Password
2. Enter current password
3. Enter new password
4. Confirm new password
5. Click Save

Password requirements:

• Minimum 8 characters
• At least one uppercase letter
• At least one number

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Data Refresh

Refresh cached data from the server:

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Refresh Static Data

Updates billing codes, diagnostic codes, and fee schedules.

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Refresh Recent Data

Syncs recent claims and patient records.

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Refresh Profile

Reloads your profile information from the server.

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Help & Support

From Settings, access:

• Ask us a question - Opens Intercom chat
• Documentation - Links to this help center
• Terms of Service - Legal terms
• Privacy Policy - Data handling practices

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Deleting Your Account

To delete your account:

1. Go to Settings
2. Scroll to bottom
3. Click Delete Account
4. Enter your password to confirm
5. Confirm deletion

What gets deleted:

• Your account and login
• Personal profile information
• Access to the platform

What is retained:

• Claim records (for legal/audit requirements)
• Financial records