Accessing the Patients Tab
Go to the Patients tab, and open the View page.
Editing an Existing Patient Profile
From the Patients List, select and open the Patient Profile you need to edit.
In the Patient Profile, you'll see the following tabs for pages
Profile
Appointments
Schedule Appointment
Orders
Audit Log
In the Profile Tab
External System
In here you can edit the external system used and the external ID.
List of External System
Athena
Epic
Cerner
Allscripts
Once done, just click on Store External ID button to save.
Personal Information
In the personal information section, you can update the following details by editing the existing details directly. Click the Save button once done.
Practice
Select the practice from the list. Contact us if you can't find the correct practice in the list.
Patient Name
Gender of the Patient
Date of Birth of the Patient
You can input it manually or click on the calendar icon for a pop up calendar input.
Address of the Patient
Please provide a complete address.
PO Box is not accepted.
Please refrain from using abbreviations. Input the City completely. For the State, please use the State Code.
Phone Number of the Patient
Email of the Patient
Account Number of the Patient
Insurance
In the insurance section, you can edit insurance of the Patient (Primary and Secondary). You can edit existing ones by directly editing the Insurance Form, or click the Add Insurance button to add a new Insurance form.
Add Insurance Form
Payer
Select the payer of the insurance from the list. Contact us if you can't find it on the list.
Member ID of the Patient
Priority (Select if Primary Insurance or Secondary Insurance)
Plan Name
Active (Toggle the button to mark insurance as active or inactive)
Insurance Type (e.g. PPO, HMO, EPO, ...)
You can add a primary and secondary insurance using the same process. Once the form is completed, click on Verify Insurance Plan to initiate an initial verification process. The portal will show you more details and the status.
Click the Update button once you're done.
Note: You can only add one primary and one secondary insurance per patient.
Delete Patient
At the bottom of the Patient Profile, you can also find the Delete Patient section where you can delete the patient profile by clicking on the Delete Patient button.
