Change the Business Name, Contact Name, Contact Email and Telephone Number displayed in Profit Diagnostix.
Navigation Profile Icon → Settings |
Used where the Company name has been altered or new proprietor has taken over the Practice.
Change Account details in Settings
Account Name
Click in the Account Name Box and modify the name. Click Save. Usually done with a Practice name change.
Note you would need to also change the name in the Setup Wizard.
the link is here Company Profile Settings
Contact Name
Click in the contact name box and type the new contact’s name. Click save. Could be a new practice owner or new practice manager’s name
Contact Email
Click in the Contact Email Box and type the new email address for the contact listed above. Click save.
Password
Click save.
Click on images to enlarge |