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This page will provide a quick guide on how to edit demographic information about a patient that already exists in the system, including name, gender, birth date, and contact information.

Assumption: User has found and selected the patient.

Editing Demographic Information:

  1. Click on "Edit" next to the patient’s name and date of birth.
    • You will be taken to the “Demographics” page where you can edit the patient’s name, gender, and date of birth.
  2. Edit the patient’s name if desired.
  3. Select  “Gender” from the list under “Demographics” on the left side of the page.
  4. Edit the patient’s gender if desired.
  5. Select  “Birthdate” from the list under “Demographics” on the left side of the page.
  6. Edit the patient’s birth date or estimated age in years and months if desired.
  7. Click “Confirm” at the bottom of the list under “Demographics” on the left side of the page.
    • You will be presented with an overview of the demographic information for the patient and given the option to either confirm or cancel the changes.
  8. Click either the “Confirm” button or “Cancel” button to finish editing the patient’s demographics and return to the patient overview screen.

Note: The “Save Form” and “Exit Form” buttons can be used to close the form at any time.


Editing Contact Information:

  1. Click on "Show Contact Info" next to the patient’s name and date of birth.
    • The patient information section at the top of the page will be expanded to display the patient’s contact information.
  2. Click “Edit” next to the patient’s telephone number.
  3. Edit the patient’s address if desired.
  4. Select  “Phone Number” from the list under “Contact Info” on the left side of the page.
  5. Edit the patient’s phone number if desired.
  6. Click “Confirm” at the bottom of the list under “Contact Info” on the left side of the page.
    • You will be presented with an overview of the demographic information for the patient and given the option to either confirm or cancel the changes.

  7. Click either the “Confirm” button or “Cancel” button to finish editing the patient’s demographics and return to the patient overview screen.

Note: The “Save Form” and “Exit Form” buttons can be used to close the form at any time.



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