DocsGetting StartedAccount Setup

Account Setup

Configure your account settings and preferences.

4 min readยทUpdated November 2025

01Profile Settings

Set up your professional profile:

  • Name: Your full name as it should appear on notes
  • Credentials: MD, DO, NP, PA, etc.
  • Specialty: Your medical specialty
  • NPI Number: Optional, for EHR integration

02Note Preferences

Customize how your notes are generated:

  • Default format: Choose your preferred note format
  • Default template: Set a template for new notes
  • Verbosity: Concise, standard, or detailed notes
  • Include timestamps: Add time markers to notes

03Security Settings

Keep your account secure:

  • Two-factor authentication: Add an extra layer of security
  • Biometric login: Use Face ID or Touch ID
  • Session timeout: Auto-logout after inactivity
  • Login notifications: Get alerts for new logins

04Managing Your Subscription

View and manage your subscription:

  • View current plan and usage
  • Upgrade or downgrade your plan
  • Update payment method
  • View billing history
  • Cancel subscription

Subscription changes take effect at the start of your next billing cycle.