There are several option to edit a patient's record.


Option #1 

  • Click on the Patients button, in main menu. 


  • The following screen will be displayed: 


  • Search for the patient you wish to deactivate record.
  • The search can be performed by the patient's: name, last name, record number, contract number, social security number or phone number. 


  • Select patient from list displayed. 


  • The following screen will be displayed, with the selected patient's information. 


  • Click on the Edit button, located at the top of screen. 


  • Make all the modifications corresponding to the patient's record, once completed, press the Save button, located at the top of the screen. 


Option #2

  • Click on the QuickLinks text, located at the top of the main menu screen. 
  • Select the Patients option. 


  • The following screen will be displayed: 


  • Search for the patient you wish to deactivate record.
  • The search can be performed by the patient's: name, last name, record number, contract number, social security number or phone number. 


  • Select patient from list displayed. 


  • The following screen will be displayed, with the selected patient's information. 


  • Click on the Edit button, located at the top of screen. 


  • Make all the modifications corresponding to the patient's record, once completed, press the Save button, located at the top of the screen. 


Option #3

  • Go to the Appointments screen. 
  • Select patient from calendar. 


  • Once selected, user has to options, to edit a patient's record. Click on the Patient Details button, located at the right side of screen, in the Side Panel section.


  • Or by pressing the information button, on the calendar and selecting the Pt Details option.


  • The Patient Details screen will be displayed, with the selected patient's information. 


  • Click on the Edit button, located at the top of screen. 


  • Make all the modifications corresponding to the patient's record, once completed, press the Save button, located at the top of the screen.



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