Step 1:  You must be able to log into the Admin account OR  as an Account User that has been permitted the [My Account] settings.

  • If you do not see [My Account] in your [User Profile] menu then you are not logged in as Admin OR you do not have permission to access the TPS information. You must contact your Admin on the account to collect this information.

Step 2: Hover over the [User profile] in the top right corner of your screen→ Hover over [My Account] → Click on [System Settings]. 

Step 3: Click the [Third-Party Software Integration Settings] drop-down section and enter your patient management software account ID if required.

NOTE: For ChiroTouch users only, it is required to add an Account ID.

Step 5: Click [Save].