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The
profile tab
, located under
My Portal
, allows the
member
to view and manage information pertainent to their position within
the practice
. Depending on their level of
permissions
, they may be able to edit some of this information.
In particular, the tab allows the management of:
Preferred names for
document creation
Legal credentials
Signature, initials and staff photo
Payroll details
Member relationships
Rates for
billing scales
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