The My Profile page allows you to review and update personal information stored in the Client Portal. Any changes made to your profile are automatically reflected in your practice's records.

You can update information in the following sections:

• General Information
• Demographics
• Contact Information
• Related Contacts
• Insurance
  

Access My Profile

1. Sign in to the Client Portal.
2. Select the profile menu in the upper-right corner.
3. Select My Profile.

The My Profile page opens and displays your profile information.

General Information

The General Information tab contains personal information, such as:

• Legal First Name
• Legal Middle Name
• Legal Last Name
• Preferred Name
• Other Name
• Maiden Name
• Date of Birth
• Legal Sex
• Social Security Number

To update your information:

1. Open the General Information tab.
2. Select Edit.
3. Update the desired fields.
4. Save your changes.
   

Demographics

The Demographics tab contains demographic information, such as:

• Gender
• Sexual Orientation
• Marital Status
• Race
• Ethnicity
• Religion
• Nationality
• Preferred Language
• Employment Status
• Income Range
• Education Level
• Family Size
• Disability Status
• Veteran Status

To update your information:

1. Open the Demographics tab.
2. Select Edit.
3. Update the desired fields.
4. Save your changes.
   

Contact Information

The Contact Information tab allows you to manage your contact details.

You can maintain:

• Email Addresses
• Phone Numbers
• Mailing Addresses

To update existing contact information:

1. Open the Contact Information tab.
2. Select the edit icon next to the item you want to update.
3. Update the information.
4. Save your changes.
   

To add new contact information:

1. Select + Add in the appropriate section.
2. Enter the required information.
3. Save your changes.
   

Related Contacts

The Related Contacts tab allows you to manage contacts associated with your profile.

Examples may include:

• Family contacts
• Medical contacts
• Custom contacts

To add a related contact:

1. Open the Related Contacts tab.
2. Select + Add.
3. Enter the contact details.
4. Save your changes.
   

To update an existing contact:

1. Locate the contact.
2. Select the appropriate action.
3. Update the contact information.
4. Save your changes.
   

Insurance

The Insurance tab displays your insurance information on file.

Depending on your records, information may include:

• Insurance Carrier
• Coverage Type
• Member ID or Policy Number
• Group Number
• Relationship to Insured
• Expected Copay
• Coverage Dates

Review this information to ensure it is accurate.

If you do not have insurance coverage, select the Self Pay checkbox to indicate that you are responsible for payment without insurance.

If you believe your insurance information is incorrect, contact your practice for assistance.

Save Profile Changes

Changes made in the Client Portal are automatically reflected in your practice's records after they are saved.

Review your information carefully before saving changes to ensure accuracy.

FAQs

What information can I update in My Profile?
You can update information in the General Information, Demographics, Contact Information, Related Contacts, and Insurance sections.

How do I access My Profile?
Select the profile menu in the upper-right corner of the Client Portal and then select My Profile.

Will my changes be shared with my practice?
Yes. Changes saved in the Client Portal are automatically reflected in your practice's records.

Can I add a new phone number or email address?
Yes. Use the + Add option in the Contact Information tab to add new contact details.

What types of contacts can I add under Related Contacts?
Depending on your organization's configuration, you may be able to add family, medical, or custom contacts.

Why can't I edit a field?
Some fields may be restricted by your practice. Contact your provider if you are unable to update a specific field.

Do I need to notify my practice after updating my profile?
No. Changes are automatically reflected in your practice's records after they are saved.