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Your account

Signing in, your password, two-step sign-in, your profile and signing out. For staff. Checked against the app on 2026-10-28.

01

Signing in

Enter the email your administrator set up for you and your password, then select Sign in. If your account uses two-step sign-in, the next screen, Enter your code, asks for the code from your authenticator app.

Your first sign-in. With a temporary password, the page asks you to Set a new password. A checklist shows each rule as you meet it (at least 12 characters, upper and lower case, a number and a special character); then select Set password.

02

Forgot your password

  1. On the sign-in page, select Forgot password?
  2. Enter your email and select Send code. A 6-digit code is emailed to you.
  3. Enter the code and your new password twice, then select Reset password. You’re back at sign-in.
03

Two-step sign-in

Two-step sign-in adds a code from an authenticator app (such as Google Authenticator, Microsoft Authenticator, 1Password or Authy) after your password.

  • From your profile: on the Two-step sign-in card, select Set up authenticator, scan the code with the app, enter the code it shows and select Turn on.
  • If your organization requires it, the sign-in page asks you to Set up two-step sign-in before you continue: scan, enter the code, select Turn on two-step sign-in, then enter the next code to finish. Start again goes back.
  • Can’t scan the code? Open Can’t scan it? for a key to type into the app instead.

You can’t turn it off yourself. Lost or replaced your phone? Ask an administrator to reset it.

04

Your profile

Select your name at the bottom of the sidebar, then Profile. It shows your name, email, phone, role and status.

  • Edit profile changes your display name and phone. Your email can’t be changed here; ask an administrator.
  • Change password asks for your current password and a new one that meets the same rules; select Update Password.
  • If an administrator changed your email, a notice asks you to Confirm your email address with a code sent to the new one. Until you do, password resets won’t work. Send a new code if it didn’t arrive.
06

Signing out

Select your name at the bottom of the sidebar, then Log Out.

Automatic sign-out. To protect patient information on an unattended screen, you’re signed out after a while without activity. A Still there? window counts down first: select Stay signed in to keep working, or Sign out now. Working in any tab of the app keeps every tab signed in.

07

Messages you may see

  • Your session expired. Sign in again to continue.
  • That code didn’t match. Try the newest code.
  • Your account needs a sign-in step this page doesn’t support. Contact your administrator.
  • Passwords do not match, or a password rule not yet met: the checklist shows which.
  1. 01Signing in
  2. 02Forgot your password
  3. 03Two-step sign-in
  4. 04Your profile
  5. 05Organization, theme and notifications
  6. 06Signing out
  7. 07Messages you may see