Objective
This guide outlines the steps to update a patient's address or other information in the MedFlow IO portal, ensuring accurate patient records.
Key Steps
1. Accessing the Patient List 0:23
Navigate to the home screen of the Medflow portal.
Click on the 'Patients' tab.
Select 'View' to see a list of all patients.
2. Searching for a Patient 0:29
In the patient list, type the patient's name (e.g., 'John Doe') in the search bar.
3. Adding a New Patient (if necessary)
If adding a new patient, enter the following details:
First Name: John
Last Name: Doe
Address: 123 Main Street (use autofill for accuracy)
Date of Birth: [Enter DOB]
Gender: [Select gender]
Phone Number: [Enter patient’s phone number]
Email: [Enter patient’s email]
Insurance Information: [Enter payer name, e.g., Aetna]
Click 'Save Patient' to add the new patient.
4. Updating an Existing Patient's Name
To update a patient's name, search for the patient (e.g., 'John Doe').
Click on the patient's name.
Change the name to 'Jonathan'.
Click 'Update Patient' to save changes.
5. Updating a Patient's Address 3:34
Search for the patient whose address needs to be updated (e.g., 'Jonathan Doe').
Click on the patient's name.
Enter the new address (e.g., '1234 Main Street').
Use the autofill feature to select the correct address from the dropdown.
Click 'Update Patient' to save the new address.
6. Confirming Changes 4:22
After updating, click on the patient's name again to confirm that the address has been updated correctly.
Important Notes
Always double-check the patient's information before saving changes to avoid errors.
Ensure that the address is correctly selected from the autofill options to prevent incorrect entries.
Tips for Efficiency
Use the search function effectively by typing in the patient's full name to quickly locate their record.
Familiarize yourself with common patient names and addresses to speed up the process.
Keep a list of frequently used insurance payers for quick reference.