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Profile & Settings

All practice configuration lives under Settings (gear icon in the navigation). Here's what each section covers.

Profile tab​

Basic information​

  • Name — Your display name
  • Phone Number — Auto-formatted as you type

Professional licenses​

Manage your state licenses:

  • License Number (required)
  • License State (required — dropdown of all 50 states)
  • Online Record Link (optional — link to your state licensing board)

You can add multiple licenses if you're licensed in more than one state.

Education​

Track your degrees and certifications:

  • Degree Name
  • Level — Associate, Bachelor's, Master's, Doctorate, PhD, Certificate, or Diploma
  • Institution
  • Year

Professional details​

  • Professional Credentials — e.g., OTR/L, PT, DPT, SLP, BCBA
  • Years of Experience
  • Specialties — Multi-select from the same list you chose during onboarding
  • Professional Bio — Free-text description of your practice and approach

Business information​

  • NPI Number — Required for super bills
  • TIN Number — Required for super bills
  • Practice Address — Street, City, State, ZIP

Provider signature​

Draw your signature on the signature pad. This is used on documents and super bills. An audit trail records your device info and timestamp automatically.

Account tab​

  • Email and password management
  • Account actions (logout, etc.)
  • Danger zone (account deletion)

Calendar tab​

Calendar display preferences — customize how your calendar looks and behaves.

Notifications tab​

Control which notifications you receive and how (push notifications, email).

Privacy & Security tab​

  • Privacy settings for how client information is displayed
  • Security PIN — Set or update your app PIN

Scheduling Rules tab​

Configure your availability and scheduling behavior across multiple levels:

  • Therapist — Your personal availability, buffer times between sessions, cancellation policy, holidays, vacations, and timezone
  • Institution — Hours and holidays for schools or facilities you work at
  • Room — Room-specific hours and exceptions
  • Client — Client-specific scheduling rules

Sessions tab​

  • Materials — Create and manage material bags (collections of therapy materials). Mark materials as "always brought" so they appear in every session's AI activity generation.
  • Structure — Create session templates with segments (e.g., Warm-up, Main Activity, Cool-down), durations, and guidelines.

Documents tab​

Manage your document library — templates, forms, and other files.

Evaluations tab​

Configure evaluation templates and intake forms for different disciplines.

Organizations & Access tab​

Manage your practice entities, team members, and access controls. See Team Management for details.

Billing tab​

  • Payment methods — Your card on file for platform fees
  • Stripe account — Connect or manage your Stripe Connect account
  • Services — Session and evaluation services with pricing
  • Billing frequency — Default billing schedule
  • Fee policy — How processing fees are handled