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Details printed on documents, doctor info, appointment hours and account security — everyone should do this first

7 steps~15 minclinic.app-apsx.com
Contents

Everything here lives on the Profile page (user menu, top right › Profile). It is your personal data, shared across every shop you belong to. Part 1 is for everyone, with doctor info and appointment hours for doctors/providers · Part 2 protects your account from misuse

1

About me

Name and details shown on receipts, medical certificates and appointments

Step 1.1

Photo, name and contact details

Thai/English name · address · profile photo

Photo, name and contact details

Photo, name and contact details

1Numbers in the screenshot match the steps · click to enlarge

Why

Your name appears on receipts, medical certificates, queues and appointments; the English name is used on English documents — leave it blank and documents are incomplete

How

  1. 1User menu (top right) › Profile, then press Profile Setting in the left menu
  2. 2Press the camera icon on the photo in the header to pick a new Profile Picture (JPG, PNG or GIF, up to 5MB)
  3. 3Contact information, First and last name: the Thai name shown on receipts, medical certificates and appointments
  4. 4First and last name (EN): your English name for English documents — leave it blank and they show no name
  5. 5Address (the Thai set): fill Address, then sub-district · district · province · zip code
  6. 6Press the English tab on the address card and fill the English address (used on English documents)
  7. 7Press Save on the bottom bar — it shows how many sections you changedConfirm profile update window
  8. 8Check the Changed list (old → new), then press Confirm

Tips

  • Unsaved fields are marked Edited; Discard changes restores them
  • Tel. and Email are read-only on this page

Done when: Your Thai/English name and photo are correct

Step 1.2Optional

Doctor and licence details

Doctors/providers · licence number · professional council

Doctor and licence details

Doctor and licence details

1Numbers in the screenshot match the steps · click to enlarge

Why

The licence number is printed on medical certificates and treatment documents; council and provider type are used in claims. Not a medical provider? Skip this step

How

  1. 1The licence number is on the profile tab — press Profile Setting in the left menu
  2. 2License Information, License number: type the number on your practising licence (printed on medical certificates)
  3. 3Shops with CGD claims show License prefix (CGD) — choose ว doctor · ท dentist · พ nurse · ภ pharmacist and check the Claim file preview (e.g. ว12345) · no such field? press Next
  4. 4ID Card Number: your own 13-digit citizen ID
  5. 5Press Doctor Information in the left menu
  6. 6Professional Council: tap the council(s) you belong to (e.g. Medical Council) — more than one is allowed; the count shows at the right
  7. 7Provider Type: tap your type (e.g. doctor, dentist, pharmacist, registered nurse)
  8. 8Press Save on the bottom barConfirm profile update window
  9. 9Check the change list (including the licence fields from the profile tab), then press Confirm

Tips

  • Licence and doctor info can be saved together, but Cancel on the doctor tab reloads the profile and drops every unsaved field

Done when: Your licence number prints correctly on medical certificates

Step 1.3Optional

Appointment hours

Doctors/providers · weekly hours · one-off days off

Appointment hours

Appointment hours

1Numbers in the screenshot match the steps · click to enlarge

Why

Appointments can only be booked within the hours you open — fewer clashes with days you are away. Set it once, then adjust special days

How

  1. 1Press Appointment schedule in the left menu · if a doctor picker shows in the header, it starts on Myself
  2. 2Appointment type: choose Full-time doctor (bookable during shop hours every open day) or Part-time doctor (only the days you switch on)
  3. 3Weekly schedule: switch on each day with your own hours (e.g. Monday) and set start–end · days the shop is closed cannot be switched on
  4. 4Split shift on one day? Press + Add range
  5. 5Same hours every day? Press Apply to all days on the first row — copied to every open day
  6. 6Display settings below: switch on Do not show the name in queue / appointment if you do not see patients (e.g. managers) · otherwise leave them
  7. 7Press Save under the weekly schedule — enabled once something changed (Weekly schedule not saved)
  8. 8Appointment calendar: click the day you want off or with special hoursSingle-day window
  9. 9Choose Day off · Off for part of the day · Replace schedule or Extra hours, set the time range and check the Result
  10. 10Press the coloured button at the bottom right (named after your choice, e.g. Off all day / Take off 12:00-13:00) — saved immediately

Tips

  • Hours outside the shop’s opening hours are trimmed to them · slot length is shown as Slot every … Minutes
  • Display settings apply to every shop; existing queues/appointments keep your name
  • To undo a special day, click it again and press Delete under Already set for this day

Done when: Your appointment hours match your real working days

2

Account security

Your account can reach patient data — protect it

Step 2.1

Set a strong password

8+ characters · upper/lower case · digits · symbols

Set a strong password

Set a strong password

1Numbers in the screenshot match the steps · click to enlarge

Why

A password from your inviter, or one reused elsewhere, is risky — change it to your own on day one

How

  1. 1Press Password setting in the left menu
  2. 2Current Password: the one you signed in with (press the eye icon to see what you typed)
  3. 3New Password: the meter shows strength (weak → very strong) and ticks each rule — 8+ chars · upper/lower case · digit · symbol
  4. 4Confirm password: type the new one again — a mismatch is flagged below the field
  5. 5Press Change passwordConfirm Password Change window
  6. 6Press Confirm — then sign in again with the new password

Tips

  • After changing, every device signed in with this account must sign in again, including this one
  • Do not reuse passwords and avoid guessable info (birthday, phone number)

Done when: You use your own password rated "fairly strong" or better

Step 2.2

Turn on two-step verification

Google Authenticator / Authy, or a passkey

Turn on two-step verification

Turn on two-step verification

1Numbers in the screenshot match the steps · click to enlarge

Why

Even if your password leaks, nobody can sign in without a code from your phone or device — recommended for everyone, especially owners and finance staff

How

  1. 1Install Google Authenticator or Authy on your phone
  2. 2Press 2FA (Google) in the left menu (the badge shows on/off)
  3. 3Turn on the switch in the 2FA is not enabled status barEnable Two-Factor Authentication window
  4. 4Password: type your sign-in password to prove it is you
  5. 5Press Confirm — the window switches to Verify OTP Code with a QR code
  6. 6In the Authenticator app, add an account and scan the QR code in the window
  7. 76-digit OTP Code: type the code shown in the app (changes every 30 seconds)
  8. 8Press Verify OTP — the header changes to 2FA is on
  9. 9Alternative/extra: press Passkey in the left menu to use the device’s fingerprint/Face ID instead of a code
  10. 10Device name to register: name the device (e.g. clinic MacBook) — required before registering
  11. 11Press Register and confirm with fingerprint/Face ID/PIN in the browser prompt — the device appears under Registered devices

Tips

  • Keep the QR code or secret key somewhere safe for when you change or lose your phone
  • The button in the profile header shows 2FA is on / 2FA is off and opens the 2FA tab
  • Turning 2FA off needs your password and a 6-digit code from the app · removing your last passkey returns the account to password-only

Done when: The profile header shows "2FA is on", or you have at least one passkey

Step 2.3

Review signed-in devices

Every device using this account · sign out remotely

Review signed-in devices

Review signed-in devices

1Numbers in the screenshot match the steps · click to enlarge

Why

Forgot to sign out at the counter, or lost a device? Sign it out from here immediately

How

  1. 1Press Devices Logged In in the left menu
  2. 2Active now: check each device, site, sign-in time and Last active — the one you are using is marked This device
  3. 3For an unknown or unused device press Force Logout on its rowForce logout this device? window
  4. 4Press Force Logout in the confirm window — that device must sign in again immediately
  5. 5Suspect a leak? Press Force logout all other devices (n) in the header, then Force logout all — this device stays signed inForce logout all other devices? window
  6. 6Then change your password right away (step Set a strong password)

Tips

  • Recent sign-in history below helps spot unfamiliar sign-ins

Done when: Only devices you actually use remain

3

Connections

Only for shops using PEAK accounting

Step 3.1Optional

Your PEAK User Token

Show your name as issuer/approver in PEAK

Your PEAK User Token

Your PEAK User Token

1Numbers in the screenshot match the steps · click to enlarge

Why

Documents sent to PEAK normally use the shop’s User Token (set by the owner, shared). If accounting needs to know who issued each document, each person adds their own token

How

  1. 1In PEAK, copy the User Token of your user account
  2. 2Press PEAK in the left menu (the Connections group only shows for shops connected to PEAK)
  3. 3Send documents to PEAK with: see whether it is Using the shop User Token or Using your User Token
  4. 4User Token (from PEAK): paste the token you copied (press the eye icon to see it)
  5. 5Press Verify and save (Verify and replace if you already have one) — always tested against PEAK first; success shows ✓ Verified

Tips

  • The PEAK section only appears for shops connected to PEAK
  • Press Remove (use the shop User Token), then Delete in the confirm window to go back to the shop’s token

Done when: It shows "Using your User Token" and the test passed

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