My Settings

The My Settings tab can be accessed by all user types and allows users to manage their personal account information and settings. Users can only view and edit their own information in this section.

NOTE

The layout in My Settings may appear side-by-side on larger screens and stacked vertically on smaller screens or narrower browser windows.

Full Screen Layout

Stacked Layout (Smaller Window)

My Information

The My Information section allows users to update their personal contact details, preferences, and notification settings.

Fields available in My Information

My Name	Displays your name on the account.
My Email	Displays the email address associated with your user ID.
Pronouns	Select your preferred pronouns from the dropdown menu, if desired.
Address	Enter your mailing or office address.
City	Enter your city.
State	Select your state from the dropdown menu.
Zip	Enter your ZIP code.
Phone	Enter your primary direct phone number.
Alt Phone	Enter an alternate direct phone number, if available. TIP It is recommended to enter an alternate phone number when available, in case your primary number cannot be reached.
Timezone	Select your local time zone from the dropdown menu.
Support Emails	Choose when you want to receive email notifications for support ticket activity. Standard userscan choose: Tickets I open/respond to Do not email ticket responses Administrative userscan choose: On All Tickets (all open tickets and responses in the organization, not just your own) Tickets I open/respond to Do not email ticket responses
Help Menu Option	Turn the "Need Help" menu on or off, located on the bottom left corner of the Claim.MD interface.
Lock Screen	Turn the lock screen on or off after inactivity. If enabled, the Claim.MD screen will lock after 10 minutes of inactivity. IMPORTANT The Lock Screen setting helps protect account access when a workstation is left unattended. It is recommended to keep this setting enabled whenever possible.

After making any changes to the My Information fields, click to apply your updates.

Multi-Factor Authentication

The Multifactor Authentication section allows users to add an extra layer of security to their Claim.MD account. Users can choose between a Hardware Key and Phone / Text authentication methods using the tabs in this panel.

Hardware Key

Phone / Text

The Hardware Key tab is used to register and manage a physical security key for multifactor authentication. This option is recommended for the highest level of account security.

Fields and Elements

Multifactor Authentication Status
Displays whether hardware key authentication is currently enabled for the account.
Enter Key Name
Enter a name for the hardware key. This helps identify the key later, especially if more than one key is registered.
Register New Key
Click this button to begin the process of registering a new FIDO2-compatible hardware key.

TIP

FIDO2 hardware keys are supported and provide one of the strongest authentication options available for account protection. Use a descriptive key name such as Claim.MD Hardware Key or Claim.MD USB Security Key so it is easier to identify later.

The Phone / Text tab allows users to receive authentication codes by text message or phone call.

Fields and Elements

Phone Number Field
Enter a direct phone number that should receive the authentication code.
Delivery Method
Select whether the authentication code should be delivered by text message or phone call.
Activation
Complete the activation steps shown on screen to enable phone-based authentication.
Verification Code
Enter the verification code sent to your device to finish setup.

NOTE

If a hardware key is enabled, the Phone / Text option is not available. If the hardware key is removed, the Phone / Text option becomes available again.

IMPORTANT

A hardware key provides the strongest level of login protection, especially against phishing attacks, and is the recommended multifactor authentication method when available.

Reset Password

The Reset Password section allows users to securely change their Claim.MD password.

Current Password
Enter your existing Claim.MD password to verify your identity.
New Password
Enter the new password you want to use for your account.
Re-enter Password
Enter the new password again to confirm it was typed correctly.
Reset Password
Click this button to save the new password after all fields are completed.

SECURITY TIP

Choose a strong password that includes letters, numbers, and special characters, and avoid reusing passwords from other systems.

Password requirements

Minimum of 8 characters
Must include letters
Must include numbers
Must include special characters such as % $ # !

SECURITY WARNING

Use a unique password that is not shared with other systems or websites.

NOTE

After a password reset, you may be required to sign in again on other devices or sessions.

MORE INFORMATION

To change the contact name on a user ID, a support ticket must be opened. Changes to names are only allowed to correct a typo or reflect a legal name change. If a different individual needs access, a new user ID should be created instead.