How to update patient information

Step-by-Step Instructions

1. Click “Patients”
   • From the left-hand sidebar, click Patients.
2. Search for the Patient
   • Click into the Patient Name search field at the top of the page.
   • Type the patient’s name.
3. Open the Patient Profile
   • Click the patient’s name to open their profile page.
4. Edit the Required Information You can update:
   • Click directly into the field you want to update (e.g., phone number, email address, mailing address, date of birth).
   • Make the necessary changes.
   • Contact information
   • Communication preferences
   • Insurance details
   • Prescriptions (via the Products & Prescriptions tab)
5. Click “Save Patient”
   • Scroll if needed.
   • Click Save Patient to confirm your changes.

Important Notes

• Changes will apply immediately once saved.
• If updating a prescription:
  • Ensure the expiry date is correct to avoid refill issues.
  • Updating product parameters may impact automated order processing.
• If a patient is not receiving reminders, confirm their email and mobile number are entered correctly.
• Be sure to click Save Patient before leaving the page, or changes will not be stored.

When to Contact Support

• If you are unable to edit a field.
• If a prescription appears locked or cannot be updated.
• If changes are not saving correctly.

If the issue persists, please submit a support ticket so our team can investigate further.