> ## Documentation Index
> Fetch the complete documentation index at: https://docs.intelagent.ca/llms.txt
> Use this file to discover all available pages before exploring further.

# Profile Settings

> Manage your account information and billing profile

## Accessing Settings

### Web App

Click **Settings** in the sidebar navigation.

### Mobile App

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

## Profile Sections

### Basic Information

Your personal account details:

| Field      | Description                    |
| ---------- | ------------------------------ |
| First Name | Your first name                |
| Last Name  | Your last name                 |
| Email      | Account email (used for login) |

To update:

1. Edit the fields
2. Click **Save**

### Personal Profile

Professional information for billing:

| Field          | Description                     |
| -------------- | ------------------------------- |
| Billing Number | Your OHIP billing number        |
| Specialty      | Medical specialty               |
| License Number | Professional license (optional) |

### MOH Group Settings

Ministry of Health group configuration:

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

<Info>
  MOH Group settings affect how claims are processed. Ensure accuracy.
</Info>

### 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

## 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

<Warning>
  Your email is your login credential. Ensure you have access to the new email before changing.
</Warning>

## 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

## Data Refresh

Refresh cached data from the server:

### Refresh Static Data

Updates billing codes, diagnostic codes, and fee schedules.

### Refresh Recent Data

Syncs recent claims and patient records.

### Refresh Profile

Reloads your profile information from the server.

## 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

## Deleting Your Account

<Warning>
  Account deletion is permanent and cannot be undone.
</Warning>

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