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Updating your profile and notification settings

What you can change yourself in Account Settings — name, license, NPI, title, email notifications — and what requires support.

Written by Valeed Malik

Most profile details are self-serve in Account Settings.

Where to find it

Click the ⋯ menu at the bottom of the left sidebar in SaRA and choose Profile & settings. The Account Settings dialog opens:


What you can change yourself

  • Legal first and last name, and a preferred first name.

  • License — pick from the list; if your license type isn't listed, contact support to add it.

  • NPI (10-digit National Provider Identifier).

  • Title (e.g. Practice Manager, Office Manager).

  • Email notifications — toggle billing notifications (when a patient becomes billable) and non-standard response notifications (when a patient sends a free-form reply longer than a typical scripted survey answer — see what counts as non-standard).


What requires support or an admin

  • Your login email address is shown read-only in Account Settings. To change it, message support with the old and new address.

  • Assigned clinics are also shown read-only. If you need access to another clinic, ask your account admin or contact support.

  • Weekly digest (the Monday summary of enrollment trends, billable patients, and billing eligibility) is managed at the admin level — it shows as "Managed by admin" in your notification settings.

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