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.

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 Save My Settings 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.

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.

Resetting a Forgotten Password and Verifying Access

If a user requests a password reset because they cannot sign in, Claim.MD sends a password reset link to the email address associated with the user account. After opening the link and proceeding through the reset process, the user may be prompted to select how they would like to receive a verification code.

After the verification code is sent, the Confirm Verification screen displays. The user should enter the verification code into the six verification fields and then click Submit Code.

Confirm Verification Retrieve the verification code using the delivery method selected during the reset process. Enter the code in the fields on the Confirm Verification screen. Click Submit Code. After the verification code is successfully submitted, the user is immediately signed in to Claim.MD.

Password requirements

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