Manage patient records
Access the patient profile to view all the current information for a patient, update the information, add administrative notes and view the timeline of actions taken.
In the Patients module, hover over the patient and click the Patient Profile icon (
).To view the history of patient interactions and profile updates, view the Timeline section.
To open a separate Timeline window, click the expand icon (
).To update patient information, complete these steps:
From the General Information tab, click Edit patient.
Edit or add all the necessary information.
Click Save.
To update clinical information, complete these steps:
From the Clinical Information tab, click Edit patient.
Edit or add all the necessary information.
Click Save.
To update insurance information, complete these steps:
From the Insurance tab, click Edit patient.
Edit or add all the necessary information.
Click Save.