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Settings

Provider Settings

These details personalize your clinical notes and AVS.

Note Templates

Manage custom system prompts for note generation.

Create New Template

Email Setup

Connect your email to send letters, AVS, and medication info directly to patients and providers.

Not connected — Follow the steps below to connect your Gmail account.
How to set up Gmail App Password
  1. Go to myaccount.google.com and sign in to the Gmail account you want to send from
  2. Click Security in the left sidebar
  3. Under "How you sign in to Google," make sure 2-Step Verification is turned ON (required)
  4. Go back to Security, search for App passwords (or visit myaccount.google.com/apppasswords)
  5. Enter a name like "Psych Note Assistant" and click Create
  6. Google will show you a 16-character password — copy it immediately (you won't see it again)
  7. Paste it in the App Password field below along with your Gmail address

Your app password is stored securely and only used to send emails on your behalf. It is never shared.

Security

Quick Unlock PIN

Set a 4-6 digit PIN to quickly re-authenticate after idle timeout instead of entering your full credentials.


Passkeys

Register a passkey (fingerprint, Face ID, Windows Hello) for quick re-authentication after idle timeout.