Editing a Patient's Profile

Patients may request their clinic to modify their information on their behalf - here's how to update that information.


Below is a video tutorial on how to edit a patient's prescription

Step-by-Step Guide: 


1.) To edit a patient's information, go to the "Patients" page.

2.) Search the patient whose profile you want to edit by typing the patient's name in the Search Bar on the right of the screen. Click the patient card to go into the patient's profile page.


3.) Once you are in the Patient's profile page, select the three dots on the top right corner and click the "Edit" button.


4.) The process of editing a patient's profile is exactly the same as Adding Patients from scratch.


From here you will be able to edit the patient's First name, Last name and Email address. In this section you can also delete a patient from the system.

  • For clinics with multiple locations, the location field will pop-up - this can also be edited as desired. 
  • Provider can also enable or disable the RTM feature.

5. After making the necessary changes, click the 'Save Changes' button to save the updates. 

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