Account Settings
Under Settings → Account, you can update:
Profile photo
First & last name
Email address
Phone number
Country & state
Credentials and license
EHR system (optional)
These fields automatically populate provider blocks in:
Downloaded PDFs
Note headers
Treatment plans and assessments
Practice Settings
Under Settings → Practice, you can manage:
Practice name
Practice address
Services your practice offers
Output formats
Note and clinical preferences (if enabled)
This information helps standardize documentation for everyone in your workspace.
Who Can Edit These Settings
Account settings → editable by you
Practice settings → editable by Owners (and Admins where permitted)
Use this section to keep all your professional and practice details up to date so AutoNotes can generate complete, accurate documents every time.