How to Edit a Patient

You can update a patient's details at any time — for example if their phone number changes, you need to add their MRN, or you want to correct a date of birth.

How to access: Left sidebar -> Patients.

Steps

  1. Go to Patients in the left sidebar.
  2. Click anywhere on the patient's row. The Edit Patient window opens.
  3. Update any of the fields:
    • Required: First Name, Last Name, Date of Birth
    • Optional: Gender, Sex, Pronouns, Phone Number, Email, MRN, PHN
  4. Click Save Changes to apply.
  5. Click Cancel or the X to close without saving.

Changes take effect immediately and apply to all future encounters linked to this patient.

Troubleshooting

  • Cannot save: First Name, Last Name, and Date of Birth cannot be left blank.
  • Changes not appearing: Refresh the page with Ctrl+R (Windows) or Cmd+R (Mac).
  • I need to delete a patient: Deleting patients is not currently supported from the UI. Contact support if you need a record removed.
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