Update Account Information

To update your account information, you must access the Utilities menu.

Step 1: Click the menu icon (three horizontal lines) at the top-left corner of your page, then click Utilities.

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Step 2: Click Members Area.

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Utilities menu (click to enlarge)

Step 3: Click the Account Management tab.

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Step 4: Select the practice you wish to update the account information for.

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Step 5: Click Update Account Information and Office Locations.

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Step 6: You can update your information by editing the text fields. When you are finished, press the Save Changes button at the bottom of the page.

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