Who can do this?
All users and access levels: can update own name
Clinical Access and Full Access: can update other users' names
Your name appears in your directory profile listing and can be added to invoices, reminders, templates, and clinical notes using dynamic terms.
On the sidebar, click Personal > Profile.
In the top right, click Edit.
Update your name.
Click Save Profile.
If you have Clinical Access and Full Access, you can update other users’ names within your practice group.
To do this, follow the steps below.
The name of your practice group appears in your online directory listing and can appear on invoices using the dynamic term [Practice Name].
To update the name of your practice group, follow the steps below.
Click Settings > General.
Under the Group Settings section, click Edit.
For Group Name, update your practice group name.
If you don't want other users to edit the group name, you can tick the Restricted Admin setting for their access level. This allows them to view the Settings > General page, but not make changes.
Article is closed for comments.