Edit Patient Details
Update demographics, guardian details, insurance, and provider assignment.
Edit patient details when contact information, insurance, or provider assignment changes.
Who does this: Front desk staff and clinic administrators.
Steps
Open Patients from the main menu.
Find the patient and open the actions menu.
Select Edit Patient.
Update First Name, Last Name, or Date of Birth in Edit Patient if needed.
Open sections such as Guardian Contact, Emergency Contact, Insurance, or Provider & Source.
Make the needed changes.
Select Save Changes.
The patient record updates.
Common pitfall: Minor patients may require guardian contact details before saving.
Troubleshooting
The form will not save. Check required fields and valid email addresses.
I cannot edit the patient. Ask an administrator to confirm your access.
Related
- Before this: Find and Filter Patients
- After this: Open Patient Charts
- Instead: Add a New Patient
Need help? Contact your administrator or reach out to support.