Account Setup
Configure your account settings and preferences.
4 min readยทUpdated November 2025
Profile 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
Note 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
Security 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
Managing 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.