How to edit patient information

You can update a patient’s contact and affiliation details anytime from their profile.

Steps

1. Open Patients and enter the patient’s profile.
2. Click Edit in the data section.
3. Update what’s needed: contact, address, health plan (EPS), and coverage type.
4. Click Save.

Tip

Keep the health plan (EPS) and coverage type up to date: they’re used in electronic invoicing and the RIPS report, and incorrect information can cause the claim to be rejected.