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AccountSecurity

Security

SnapBill provides several security features to protect your account and patient data.

Password

You can change your password at any time from Settings > Security. Use a strong, unique password that you don’t use for other services.

Two-Factor Authentication (2FA)

Add an extra layer of security by enabling two-factor authentication:

  1. Go to Settings > Security
  2. Click Enable 2FA
  3. Scan the QR code with an authenticator app (Google Authenticator, Authy, 1Password, etc.)
  4. Enter the 6-digit code from your authenticator to confirm setup

Once enabled, you’ll need to enter a code from your authenticator app each time you log in, in addition to your password.

Recovery

If you lose access to your authenticator app, contact support for account recovery. We recommend saving your recovery codes in a secure location when setting up 2FA.

Active Sessions

The Sessions section shows all devices currently logged into your account:

  • Device type — desktop, mobile, tablet
  • Browser — Chrome, Safari, Firefox, etc.
  • Location — approximate location based on IP
  • Last active — when the session was last used

Click Revoke on any session to log it out remotely. This is useful if you left your account logged in on a shared device.

Connected Accounts

If you signed up using a social login (Google, etc.), the Connected Accounts section shows which external accounts are linked. You can disconnect them or add new connections.

Privacy Mode

Toggle privacy mode from the header bar (eye icon) to mask sensitive data across the app. When enabled:

  • Patient names display as “PT-XXXX”
  • Health card numbers are masked
  • Dollar amounts are hidden

This does not affect your data — it only changes the display. Privacy mode is useful when sharing your screen during meetings or presentations.

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