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.


Patient Name

Status, Gender, Position, and Relationships

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.

Saving Changes

Click Save to exit the window and keep changes.

Cancel: Close the window without saving any changes

Offices can prompt staff to complete certain fields using Required Fields marked with an asterisk (*). If required fields are incomplete when clicking Save on the Edit Patient Information window, a message notifies them that required fields are missing or incorrect.