Settings Overview
Manage your account, OHIP connection, security, and notification preferences from the Settings page.
Accessing Settings
Click Settings at the bottom of the sidebar to open the settings page. Settings are organized into tabs.
Profile
Your professional profile includes:
- Name and email — your login credentials and display name
- Phone number — contact number for your practice
- Workplace — your clinic or practice name
- Medical specialty — determines which billing codes are highlighted as relevant
- OHIP billing number — your 6-digit physician number
- CPSO number — your College registration number
- Group number — your billing group number (if applicable)
- Province — your billing province (Ontario)
Default Settings
Set defaults that auto-fill when creating claims:
- Default facility — your primary hospital or clinic
- Default service location — where you typically provide services (office, hospital, etc.)
Tabs
| Tab | What It Controls |
|---|---|
| OHIP Connection | MCEDT credentials and connection status |
| Profile | Name, specialty, OHIP/CPSO numbers, defaults |
| Security | Password, 2FA, sessions, connected accounts |
| Notifications | Email alerts for submissions, payments, errors |
| API Keys | Create and manage API keys for integrations |
| Billing & Plan | Your current plan, usage, invoices, payment method |
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