MyDentalPractice Guides

Updating your profile

Change your contact info, emergency contact, allergies, and communication preferences.

Overview

Keep your profile current — phone, email, emergency contact, insurance, allergies. The clinic uses this info for reminders, billing, and emergencies.

Prerequisites

  • Signed-in portal account

Steps

Open Profile. Side menu → Profile.

Update phone. Primary phone is used for SMS reminders and emergency contact.

Update email. Used for invoices, prescriptions, account recovery.

Update address. Used for postal mail (rare) and tax/insurance documentation.

Update emergency contact. Name, relationship, phone. The clinic will call them in an emergency.

Update allergies. Medication allergies critical — flagged red on every prescription form.

Update insurance / HMO. Provider, member ID, plan, expiry. Drives billing flow.

Set communication preferences. Email, SMS, in-portal. Opt out of marketing if you prefer.

Save. Changes are immediately visible to the clinic.

Expected outcome

  • Your record at the clinic reflects current info
  • SMS / email reminders go to the right places
  • Emergency contact reachable

Troubleshooting

SymptomLikely causeFix
Phone change ignoredSome clinics manually verifyAllow time; or message clinic
Email change blocks sign-inEmail is your sign-in identityVerify the new email before changing
Insurance doesn't apply at next billingClinic hasn't syncedFront desk verifies; allow a day
Allergy not showing on prescriptionSeverity must be moderate or severeRe-edit and set severity
Want to delete dataUse Account → Delete accountTriggers data subject erasure flow

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