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AccountSettings Overview

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

TabWhat It Controls
OHIP ConnectionMCEDT credentials and connection status
ProfileName, specialty, OHIP/CPSO numbers, defaults
SecurityPassword, 2FA, sessions, connected accounts
NotificationsEmail alerts for submissions, payments, errors
API KeysCreate and manage API keys for integrations
Billing & PlanYour current plan, usage, invoices, payment method
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