Personal Information
Keep your profile up to date so colleagues and team members can identify you.
Your Profile
Your name and profile photo appear on notes you generate and in team views.
Updating Your Name
- Go to Settings โ Profile
- Edit your first and last name
- Click "Save Changes"
Profile Photo
Add a profile photo to personalize your account:
- Click on your current avatar or photo placeholder
- Upload a new image (JPG or PNG, max 5MB)
- Crop and adjust as needed
- Save your changes
Professional Photo
Medical Specialty
Your specialty helps PatientNotes customize note templates and AI suggestions.
Specialty-Specific Features
PatientNotes uses your specialty to recommend relevant templates and optimize AI note generation for your practice area.
Setting Your Specialty
- Go to Settings โ Profile
- Find the "Specialty" dropdown
- Select your primary specialty
- Save your changes
Available specialties include: Primary Care, Family Medicine, Internal Medicine, Cardiology, Psychiatry, Pediatrics, Urgent Care, and many more.
Practice Information
Add details about your practice or organization.
Practice Details
Your practice name and address can appear on generated notes and invoices.
Practice Name
- Go to Settings โ Profile
- Enter your practice or clinic name
- Save your changes
Practice Address
If you want your address included on documentation:
- Enter your street address
- Add city, state/province, and postal code
- Select your country
- Save your changes
Professional Role
Indicate your role within your organization.
Setting Your Role
- Go to Settings โ Profile
- Select your role (Physician, NP, PA, Nurse, Medical Assistant, etc.)
- Save your changes
Your role affects which features are available and how notes are attributed.
Language & Region
Configure your language preferences and regional settings.
Localization
Your locale affects date formats, default templates, and terminology (e.g., UK vs US spelling).
Changing Your Locale
- Go to Settings โ Profile
- Find "Region" or "Locale"
- Select your preferred region
- Save your changes
Template Recommendations
Next Steps
Learn how to customize your preferences and notification settings.