Modify a Patient's Information
See Add/Register a New Patient for more information on Patient Demographic fields.
Patient Dashboard > Demographics Panel > Modify
Patient Demographics
Update Patient Demographic Information as needed.
Patient Address/Contact Information
Ensure that the Patient Contact Information is correct if utilizing Balance Notifications or Appointment Reminders.
Notifications *This is a Premium-Add On Feature
Opt the Patient in or out for Appointment Reminders.
Select the desired Phone Number and Email.
This information can be updated as needed.
Notifications will not be delivered if incorrect information is added in the Patient Address/Contact Information panel.
Additional Info
See #10 on Add/Register a New Patient for more information.
Select Save [F2].
Related Articles
Patient Responsibility Estimator (PRE)
Patient Responsibility Estimator (PRE) The Patient Responsibility Estimator is a Premium Add-On to your PM system. Contact our Sales Department for more information. Using the Estimate Patient Responsibility icon allows you to provide accurate ...Statement History/View Patient Statements & Notifications
Statements > History > Guarantor number > Statements/Notification History Panel OR Patient Dashboard > Select the Guarantor's Name > Statement/Notification History A list of all Statements and Notifications is viewable on the Statement/Invoice Batch ...Patient Appointment Panel on the Patient Dashboard
Patient Appointment Panel The Patient Appointment Panel, by default, only shows a few Appointments. To see all Appointments that have been scheduled for a Patient, select the Plus symbol (+). The Appointments are listed in chronological order from ...Patient Dashboard: Balance Panel
Balance Panel Features Navigation Links Post Charge Opens the Post Charge screen to add a new Charge for the Patient. ERAs Shows the number of ERAs, and the link opens the existing ERA List that is associated with the Patient. Cases Shows the number ...Make a Patient Inactive
Make a Patient Inactive When a Patient is marked as Inactive, new Charges and Appointments cannot be added for that Patient. But, from a billing perspective, existing claims can be batched and sent, and statements will continue to be batched and sent ...