Enter Patient Profile Information
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The Profile tab on the patient Demographics page stores a patient's identifying information and contact data.
- Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
- Click to select the patient from the auto-populated results. The patient's record opens to the Face Sheet.
- Click Demographics. The Demographics page opens.
Enter Profile Information
- Click Edit. The Profile editor opens.
- Enter patient identifying information.
- Select the patient's preferred method of contact.
- Select one or more methods that the patient prefers to receive communications.
- Enter the patient's address and select if this address is a physical location or mailing address.
- If more than one address, click to select "Primary" next to the address that is the patient's main location.
- Enter at least one phone number for the patient. If multiple numbers are entered, select the "Primary" next to the number that is the main contact.
- Enter one or more email addresses for the patient.
- Add any applicable notes.
- Click Save when finished.