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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