Opening the patient's profile
Open Patients from your profile menu and go to the Patient List tab
Click the patient's row, or View Profile (the eye icon)
The patient's profile opens
The patient list itself has no edit action; you edit on the profile.
Editable fields
The profile has two cards, each with its own edit button:
Personal Information
First Name
Last Name
Date of Birth
Gender
Sex at Birth
Contact Information
Email
Phone
Making changes
Step 1: Start editing
Click the pencil icon (Edit) on the Personal Information or Contact Information card.
Step 2: Update fields
Make changes to the fields you need to update.
Step 3: Save changes
Click Save on that card.
Step 4: Confirm
The changes are saved and the patient record is updated.
Validation rules
The form checks:
First Name and Last Name are required, at least 2 characters each
Date of Birth is required and must be a valid date
Phone may contain 7 to 20 digits, spaces, brackets, hyphens and a leading +
Email is optional, but must be a valid address when entered
Cancel without saving
If you don't want to save changes:
Click Cancel on the card
Changes are discarded
Original data remains
Need help?
Open the Help Center from the ? icon in the header, or press Shift + ? for keyboard shortcuts.