Editing a Patient's Profile

Patients may request their clinic to modify their information on their behalf - here's how to update that information.

Step-by-Step Guide: 

1.) To edit a patient's information, go to the "Patients" page.

2.) Search the patient whose profile you want to edit by typing the patient's name, email address or phone number in the Search Bar on the right of the screen. Providers can also use the 'Search by Case ID' button to look up patients. Click the patient card to go into the patient's profile page.

3.) Once you are in the Patient's profile page, select the three dots on the top right corner and click the "Edit" button.

4.) From here, providers will be able to edit the patient's First name, Last name and Email address. 

• For clinics with multiple locations, the location field will pop-up - this can also be edited as desired. 
• Provider can also enable or disable the RTM feature.

5. After making the necessary changes, click the 'Save Changes' button to save the updates.