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Your profile belongs to you, not to a workspace. Change your surname or add a licence once and every clinic, pharmacy and lab you work in sees it. Account settings open with a sidebar headed Account Settings over “Manage your personal profile & security”, and five tabs: Profile, Account, Security, Notifications and Calendars. This page covers the first two.

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Update your personal details

1

Open the Profile tab

It is the first tab, labelled Personal Information in the sidebar.
2

Fill in your name

First Name, Middle Name, Last Name and Title. The title is the honorific shown before your name — Dr., Prof. and so on.First and last name each need at least two characters.
3

Add your contact details

Phone Number, Date of Birth, Gender, Marital Status, Residential Address and Office Address.Email is shown but cannot be edited here — the page says “Email cannot be changed.” It is the address you sign in with. To move to a different one, contact support.
4

Select Update Profile

You get a Profile updated successfully confirmation.

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Set your professional role

Your role decides how you are introduced across the product — the greeting on your dashboard, the credential shown beside your name, and your avatar.
1

Open the Account tab

Labelled Professional Identity in the sidebar.
2

Choose your Professional Role

Start typing in the Professional Role box to filter the list. Roles are grouped as Clinical, Mental Health, Therapy, Aesthetics & Wellness, General and Administration, and cover everything from Doctor and Pharmacist to Cashier, Records Officer and Wellness Coach.Changing it changes how you are identified across the platform. It does not change what you are allowed to do — that is your role in each workspace. See Who can see and do what.

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Add your NPI

If you bill insurance, add your own individual (Type 1) National Provider Identifier once, in its own field above your licence list.
1

Open the Account tab

Your NPI has its own field, NPI (Individual), above Professional Licenses.
2

Enter your NPI

10 digits. The page checks it the same way payers do (CMS’s own check digit) and tells you immediately if a digit is wrong.
This is what a clinic’s insurance claims print as the rendering provider for you, unless that clinic has explicitly set up a different NPI for a specific payer on your billing profile there. See Insurance & billing profiles.

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Add a professional licence

Licences you record here are printed on the clinical documents you sign, so a report leaves the building with real credentials on it rather than a blank.
1

Select Add License

On an empty profile the section offers Add your first professional license instead.
2

Enter the licence

  • License Number
  • License Type — choose from the list, which covers medical, nursing, pharmacy, dental, therapy, technology, mental health and administrative registrations
  • Issuing State — pick from the US state list, or select Outside the US? to type a different country or region’s jurisdiction by hand
  • Expiration Date
All four are required. Add as many licences as you hold.
3

Select Update Account & Credentials

The same button saves your role, your NPI, your licences, your DEA registrations and the Marketing Emails switch together. You get Account updated successfully.
Keep the expiry date current. Once a licence or DEA registration passes its expiration date, ClinikEHR marks it EXPIRED on the signature block of every report you sign — lab reports, radiology reports and clinical notes — where a recipient or a regulator will see it.You are not blocked from working, and the credential is still printed rather than hidden: a report with no credentials at all is worse than one that states the position honestly. This page also warns you in the 60 days before a credential lapses, so there is time to renew.Credentials with no expiration date recorded are printed as before, with no status either way.

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Add a DEA registration

DEA registrations have their own list, separate from your licences and your NPI.
1

Select Add DEA Registration

In its own DEA Registrations section, below your licences.
2

Enter the registration

  • DEA Number — 2 letters followed by 7 digits; checked the same way against the DEA’s own check digit
  • Issuing State
  • Expiration Date
If your account still shows an old-style NPI Type 1/2 or DEA Registration entry in your licence list, an alert on that entry tells you to move it — your NPI now has its own field above, and DEA registrations belong in their own section. Nothing was deleted; move the value across and remove the old entry.

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Add your signature

Draw your signature once and it prints above your name and licence on lab and radiology reports, and on prescriptions — wherever you’re the one signing. Without a saved signature, those documents print “Electronically signed by [your name]” instead.
1

Open My signature

On the Account tab, below your licences and DEA registrations.
2

Select Draw signature

A dialog opens with a Draw tab and a Type tab. On Draw, sign with your mouse or finger. On Type, your signature is rendered from the name on your profile in a cursive style — nothing more to enter.
3

Select Save signature

You get a Signature saved confirmation, and the card now shows your signature and when it was saved.
To draw a new one, select Update signature and repeat the steps above — the new signature replaces the old one. To go back to the “Electronically signed by” text, select Remove and confirm Remove signature.
A signature is personal to your account, the same as your licences — it is not something an owner or manager can add or remove on your behalf.

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Check it worked

  • Reopen Profile and Settings — your new values are loaded, not the old ones.
  • Open any workspace: the greeting on the dashboard and the name beside your avatar use the new details.
  • Sign a clinical note or produce a report and confirm the licence number and type appear on the document.
  • If you added a signature, produce a lab, radiology or prescription report you sign and confirm it prints your signature instead of “Electronically signed by [your name]”.

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If something goes wrong

That is deliberate. Your email is your sign-in identity, so it cannot be edited from the profile form. Contact support to change it.
The licence has to be on the account of the person who signed the document, not the person who typed it. Check that the signer’s account has a licence recorded and that the licence was saved with Update Account & Credentials.
The Professional Role here is descriptive. What you may open is set per workspace by an owner or manager. See Roles and Permissions.
The save did not reach us. Check your connection and try again — nothing was partially saved.
That’s the fallback for an account with no saved signature. Open My signature on the Account tab and select Draw signature.

Secure your account

Password, passkeys, two-factor and login alerts.

Choose which emails you get

The personal switches, and how they differ from a workspace’s.

Your calendar connections

The fifth tab — connect your own Google or Outlook calendar.