Modify a Patient's Information
See Add/Register a New Patient for more information on Patient Demographic fields.
Patient Dashboard > Demographics Panel > Edit
- 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 Guarantors Panel
Guarantor A Guarantor is the person/entity who is financially responsible for this Patient and would receive a statement/invoice for services rendered. Guarantor Panel on the Patient Dashboard Guarantor's Name and Address Guarantor's ID number ...Patient Note Panel
Patient Note Panel Types of Notes Alert: An alert displays as a pop-up on the selected screen that must be closed to proceed. Billing Note: A Billing Note displays in the Note Panel on the Patient and/or the Encounter Dashboard. Contact Log: Use the ...Delete or Modify a Receipt
Delete a Receipt Entered in Error Select the Receipt to be deleted. From the Receipt Dashboard, select the Delete button. Enter a Reason for deleting. Select the checkbox to confirm that this action cannot be undone. Select Submit. The Delete Button ...Create and Post a Patient Receipt/Payment Manually
Create a Patient Receipt Manually If the Copay was not entered during the Check-in/Check-out workflow, or if your Practice does not use the Calendar, there are several ways to create a Patient Receipt. Enter NR in the Navigation box (Go-Cuts) ...Patient Search
Search for patients and access patient information on the Patient Dashboard. You have three options to look up a patient: Click Patient to open the Find Patient/Guarantor screen. Click the Patient icon on the top right. Enter a navigation shortcut ...