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Short answer

Use Settings to review and manage account-level information available in the Clinician Portal.

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Where to go

Go to: Clinician Portal → Settings The Settings menu shows:
  • My profile
  • Insurance plan
  • Payment methods
  • Reimbursement bank

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My profile

Go to: Clinician Portal → Settings → My profile Profile fields include:
  • First Name
  • Last Name
  • Email
The profile area includes Password Reset.

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Insurance plan

Go to: Clinician Portal → Settings → Insurance plan The insurance area shows:
  • Insurance Information
  • Member ID
Use Edit Insurance Plan and Save to update the available insurance information.

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Role boundary

Settings surfaces can differ by role. Practice-administrator and staff access should be interpreted from the current portal role and visible controls.