Edit Patient Information

Add and edit patient demographic and contact information from the Edit Patient Information window.

In the Family Module, double-click in the Patient Info area.


Offices can prompt staff to complete certain fields using Required Fields marked with an *. If required fields are incomplete when staff clicks OK on the window, a message will notify them.

Click Cancel to view the incomplete fields, marked by a red exclamation point. Enter the required information. Click OK to save.

Patient Name

Status, Gender, Position, and Relationships

Note: When changing status to anything other than Patient Recall will be automatically disabled. If the status is changed back to Patient, recall will be automatically re-enabled.

Miscellaneous Information

Email and Phone

Contact Information

Address and Phone

Address and Phone Notes

Billing and Provider(s)


The following tabs may be available depending on what options are turned on in Show Features.