My Settings

The first tab is My Settings. This tab can be accessed by all user types, and is where users can update their own account information and settings. Users can only view their own information on this tab.

My Information

In this section users can:

• Edit their user information such as their office address, and office phone number. It is recommended to enter an alternate number, in case the first one is unavailable. 
• Select setting for when to receive an email on replies to open support tickets. 
  • Standard users can select to receive emails on:
    • Tickets I open/respond to
    • Do not email ticket responses 
  • Administrative users can select to receive emails on:
    • On All Tickets (all open tickets/responses in the organization, not just your own)
    • Tickets I open/respond to
    • Do not email ticket responses

Once the information is updated, click Save Changes.

Multi-factor Authentication

All users should use multi-factor authentication to provide an extra layer of protection for sensitive PHI data housed in Claim.MD.

In this section, select either of two forms of multi-factor authentication: 

• Multi-factor hardware key or 
• phone number. 

1. Multi-factor hardware key:
   1. select either of two forms of multi-factor authentication: Hardware Key or Phone/Text
   2. Fido2 Hardware Keys are supported. Here are two examples of possible keys:
      USB-C + iPhone
      Standard USB 
2. Phone Number:
   1. Enter the phone number. Direct phone numbers are required (no extensions). 
   2. Select whether the authentication code should be sent via text or phone call.
   3. Click Activate 2-Step button to utilize the phone number two-factor authentication method. 
      1. The first verification code will be sent to the user's phone. This must be entered in the "Enter Verification Code" field, to complete the two-step process. 
         More Information
         On login the user can verify a computer for 30 days and they will not have to enter the key.
          

Reset Password:

The user's password can be reset in this section. It is recommended that this is done at regular intervals. Passwords must be at least 8 characters in length and use numbers, letters, and special characters (%$#!) to ensure a high degree of security. 

Video edited on Kapwing