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How to Edit a Patient's Profile

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

  1. Select patient from the Patients section.
  2. Under the Profile tab, click Edit Patient Details.
  3. Make any changes to the demographics details as required.
  4. Click Save Changes.

    Image displays the profile tab within the patients section
  5. Update the patient's Communication Preferences.
  6. In the Profile tab of the Patients section, scroll to the Communication Preferences tile and click Edit Details.
  7. Make changes to the patient’s preferences, as required.
  8. Click Save Changes.