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Setting Up Your Patient Profile

Last updated Jun 27, 2026

Why Complete Your Profile?

A complete profile means faster check-ins, fewer forms to fill out at each visit, and more accurate care. Providers see your demographic and insurance information before your appointment so they can focus on your health, not paperwork.

Required Information

  • Full legal name (must match your insurance card and government ID)
  • Date of birth
  • Phone number and email address
  • Primary address
  • Emergency contact (name, relationship, phone number)

Optional Information

  • Insurance details (carrier, policy number, group number)
  • Preferred pharmacy
  • Primary care provider
  • Known allergies and current medications
  • Profile photo

Editing Your Profile

Navigate to Profile > Edit Profile from your dashboard. Changes save automatically. If you need to update your legal name, contact support with a copy of your updated ID — we verify name changes to protect your account security.

For information about how your profile data is used, see our Privacy Policy.

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