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Appointments
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Reporting & Analytics
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Patient Management
- Patient Dashboard
- Patient Demographics
- Adding Patient Insurance
- Prior Authorization
- Insurance Eligibility Verification
- Additional Info
- Manage Patient's Contacts
- Flags
- Manage Patient Homework
- Patient Appointments
- Managing Credit Cards
- Documents
- Problems
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- Medications
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- Family History
- Past Medical History
- Client Portal Access
- Creating New Patient
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E-prescriptions
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Lab Orders & Results
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Task Management
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Messaging
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Feedback & Support
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Insurance Billing
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Practice Dashboard
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Appointments Dashboard
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Provider Availability
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Appointment Profile
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Billing Profile
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Audit Log
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Patient Payments
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Patient Statements
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Patient Ledger
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Fee Schedule
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Manual Insurance Payment Posting (EOB)
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Card Transactions
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Automatic Insurance Payment Posting (ERA - Electronic Remittance Advice)
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Patient Flag
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Note Taking
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Macro Buttons
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Patient Education
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Incoming & Outgoing Fax
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Referral Management
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Account Settings
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Billing & Services
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Scheduling Settings
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Administration Settings
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Clinical Notes
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Add-Ons
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Explore Vozo
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Patient Portal
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Calendar Dashboard
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Patient List
Home >
My Profile
Views12
- Click on Settings > Account Settings > My Profile menu.
- In the Personal tab of the My Profile menu, the user can add or edit their Personal Information.

- The details that can be entered are:
- First Name
- Last Name
- Suffix
- Email ID
- Phone Number
- Fax
- Telehealth Mail ID
- Change Password (Current Password, New Password, Confirm Password)
- After entering all this information, click on the “Save Information” button to save your profile.
- In the Clinical tab, the user can add their License and other clinical information.
- To add the licence information, click on the “Add License” button which displays some licence information input fields to be filled

- Select and enter the following details:
- License type
- Licence state
- Licence number
- Licence expiration
- Further add some of the other Clinical information details such as:
- NPI Taxonomy
- Specialty
- Taxonomy Code
- Platform Platform

- Now click “Save information” to save the providers clinical information.
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