Settings and data governance

Settings is where you manage your profile, security, preferences, and how long your data is kept. Open it from your profile menu.

Profile and security

Update your signature, personal fax number, and phone number, each with its Edit button.
Change your password from the account section, and complete identity verification if prompted.
Delete your account from the account section if you choose to; this permanently removes your data.

Set the appearance (light or dark) and the application language.
Choose your default note template, note format, detail level, and whether to use abbreviations.
Reset the tutorial to run the onboarding walkthrough again.

Set how long inactive patient lists are kept before they are emptied.

Review and configure the retention periods shown for patient lists and saved notes.
Set how long inactive saved notes are kept before they are emptied.
These rules apply automatically to your account.

Fill up the form and our team will get back to you within 24 hours

Your information is protected.

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