---
title: How to Update Patient Information
description: Learn how to update patient contact details, prescriptions, and preferences in Otto. Follow these steps to edit and save changes in a patient profile.
---

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1. [Otto Knowledge Base](https://know.ottooptics.io/knowledge-base?hsLang=en)
2. [Patients & Prescriptions](https://know.ottooptics.io/knowledge-base/patients-prescriptions?hsLang=en)

# How to Update Patient Information

## Learn how to edit a patient’s contact details, prescriptions, or profile information in Otto. Use this when a patient’s phone number, email, address, or other details need to be updated.

<iframe src="https://scribehow.com/embed/How_To_Update_Patient_Information__UFh7ixUASheVg_7zJ2WxAA" width="600" height="679" allow="fullscreen" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

#### Step-by-Step Instructions

1. **Click “Patients”**
   
     - From the left-hand sidebar, click **Patients**.
2. **Search for the Patient**
   
     - Click into the **Patient Name** search field at the top of the page.
     - Type the patient’s name.
3. **Open the Patient Profile**
   
     - Click the patient’s name to open their profile page.
4. **Edit the Required Information**
   
     - Click directly into the field you want to update (e.g., phone number, email address, mailing address, date of birth).
     - Make the necessary changes.
   
   You can update:
   
     - Contact information
     - Communication preferences
     - Insurance details
     - Prescriptions (via the **Products & Prescriptions** tab)
5. **Click “Save Patient”**
   
     - Scroll if needed.
     - Click **Save Patient** to confirm your changes.

---

#### Important Notes

- Changes will apply immediately once saved.
- If updating a prescription:
  
    - Ensure the **expiry date** is correct to avoid refill issues.
    - Updating product parameters may impact automated order processing.
- If a patient is not receiving reminders, confirm their **email and mobile number** are entered correctly.
- Be sure to click **Save Patient** before leaving the page, or changes will not be stored.

---

#### When to Contact Support

- If you are unable to edit a field.
- If a prescription appears locked or cannot be updated.
- If changes are not saving correctly.

If the issue persists, please submit a support ticket so our team can investigate further.

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