How do I manage account access and privacy requests?

Use the account menu for profile and sign-in security. Practice data requests are managed separately in Settings.

Maintained by Louneh · Reviewed 2026-09-16

Before you start

Your own profile; owner/admin for practice administration. Availability depends on your plan and completed setup. Review subscription access.

Step by step

  1. Open your account menu to manage your profile or security.
  2. If sign-in expires during setup, sign in again and retry the saved attempt without starting another practice.
  3. For practice data requests, open Settings and the Data requests tab.
  4. Review the request and your practice’s process before taking an action.

What you should see

Account security and practice data requests are handled in the right place.

If something goes wrong

Never send passwords, verification codes or patient information to support. Ask an owner or admin if a control is unavailable.

Create your account or read the setup guide.

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Help & support

Ask about any platform task. The AI assistant uses our public guides and cannot view or change your account.

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