How to set your account's personal settings

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
  1. First name
  2. Last name
  3. Email
  4. Role
  5. Profile
  6. Alias
  7. Phone
  8. Mobile
  9. Website
  10. Fax
  11. Date of birth
  12. Department
  13. Doctor register number
  14. Medical degrees 

Account information
  1. Street
  2. City
  3. State
  4. Zip code
  5. 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:
  1. Language
  2. Country locale
  3. Date format
  4. Time format
  5. Time zone

    Number format
  6. Grouping
  7. Decimal 

To modify display name format and preferences:


  1. Name format: Click  next to the field to set the name format.
  2. 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:
Learn how to manage your company settings