Set your account's personal settings
Once you sign up for the practice management solution, you can manage and personalize your account's settings by providing necessary user information. By default, the mandatory information provided by you at the time of sign up is automatically updated. After logging in, you can change these details according to your preferences.
To modify personal information
1. Click 
on the top right
2. Navigate to Setup > General > Personal Settings.
3. Click 
in the top-right corner. A pop-up menu will appear to enter the account information.
4. Fill in the details for the following user and account information:
User information
- First name
- Last name
- Role
- Profile
- Alias
- Phone
- Mobile
- Website
- Fax
- Date of birth
- Department
- Doctor register number
- Medical degrees
Account information
- Street
- City
- State
- Zip code
- Country
5. Click Save.
To modify locale information:
1. Click 
on the right side of the menu.
2. A pop-up menu will appear to enter the locale information.
3. Fill in the details for the following fields:
- Language
- Country locale
- Date format
- Time format
- Time zone
Number format - Grouping
- Decimal
To modify display name format and preferences:
- Name format: Click
next to the field to set the name format.
- Set order preference: Click
next to the field to set the order preference.
To modify themes:
1. Choose the color theme by clicking on your preferred color palette.
More resources:
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