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How to Edit a Patient's Profile

Edit a patient’s demographic details and communication preferences, such as preferred method of contact, time of day to be contacted or language.

  1. Select a patient from the Patients section.
  2. Under the Profile tab, click the pencil icon to either edit the patient’s demographics or communication preferences.
  3. Make any changes, as required.
  4. Click Save Changes.
Patients profile displaying patient information with sections for contact details, communication preferences, and insurance coverage. Patient information includes name, address, and contact number. Editable fields are indicated with a pencil icon.

The patient's insurance details may also be stored and edited here. For more details on how to do this, please refer to the following article: Add or Edit a Patient’s Insurance Information