How to Update Patient Information

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.