What this guide helps you do
The Details area is the source of truth for the patient’s identity, contact information, address, preferences, and administrative notes.
In this guide
- Review history of edits
- Send an individual SMS
- Update personal and contact details
- Record communication and privacy choices
- Maintain related patients
The Details area in its normal view before any item is selected or edited.
Review before editing
- Check the displayed patient identity and contact information.
- Choose the last-edited information to review who changed the record and when.
- Use Send SMS for a one-off message after checking the number and message content.
The Details area in read-only view with last-edited information and Send SMS.
Update patient details
1
Choose Edit details
The fields become editable.
2
Work through the sections
Review name and demographics, email and phone numbers, address and time zone, occupation and emergency contact, reference details, and extra information.
3
Set communication choices
Record appointment reminders, marketing opt-in or opt-out, confirmation emails, and cancellation emails according to the patient’s instructions.
4
Review privacy and relationships
Set the privacy-policy value and maintain related patients where applicable.
5
Save changes
Recheck the read-only view and header for the updated information.
The editable Details area showing communication preferences and privacy choices.
Things worth knowing
- Changing contact information affects future messages; it does not rewrite previously sent communications.
- Do not infer marketing consent from appointment-message consent; record each choice accurately.
Was this article helpful?
Your feedback helps us improve our documentation.
Rate this article:
Related articles
Patient Record: Account Summary
Patient records
Patient Record: Appointments
Patient records
Patient Record: Billing
Patient records
Patient Record: Cases
Patient records
Still have questions?
Our support team typically replies in under 4 minutes on live chat.