• Navigate to the Appointments screen. 
  • Choose the patient for whom you want to create or view demographic information.
  • Next, click on the "Patient Details" button, which is located on the right side of the screen in the Side Panel section.


  • The following screen will be displayed:


  • Click on the information button located in front of the patient's name.
  • The following screen will be displayed:


  • Choose the PT Details button. 


  • User can edit and add patient demographic information. User can also collect the patient's signature, once has arrived at the office.



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