There are several options for editing a patient's record.


Option #1

  • Select the 'Patients' button in the main menu.


  • The following screen will be displayed: 


  • Search for the patient record you wish to deactivate.
  • Searches can be conducted using the patient's name, surname, record number, contract number, social security number, or telephone number.


  • Choose a patient from the displayed list.


  • The screen will display the information of the selected patient.


  • Click the Edit button located at the top of the screen.


  • After making the necessary changes to the patient's record, please press the "Save" button located at the top of the screen to complete the process.


Option #2

  • Click on the "QuickLinks" text at the top of the main menu screen.
  • Choose the Patients option. 


  • The following screen will be displayed: 


  • Search for the patient record you wish to deactivate.
  • Searches can be conducted using the patient's name, surname, record number, contract number, social security number, or telephone number.


  • Choose a patient from the displayed list.


  • The screen will display the information of the selected patient.


  • Click the Edit button located at the top of the screen.


  • After making the necessary changes to the patient's record, please press the "Save" button located at the top of the screen to complete the process.


Option #3

  • Navigate to the Appointments screen.
  • Select patient from calendar. 


  • Once selected, the user has two options to edit a patient's record. Click on the 'Patient Details' button, located on the right side of the screen, in the Side Panel section.


  • Alternatively, press the information button on the calendar and select the 'Pt Details' option.


  • The Patient Details screen will appear, displaying the information of the selected patient.


  • Click the "Edit" button located at the top of the screen.


  • After making the necessary changes to the patient's record, please press the 'Save' button located at the top of the screen to complete the process.



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