Editing Patient Information

What you'll learn: How to update patient details, add addresses and notes, and keep patient records accurate.

Opening the Edit Form

There are two ways to edit a patient:

From the Patient List

1. Find the patient in your list
2. Click the three-dot menu on their card
3. Select Edit

From the Patient Profile

1. Open the patient's profile
2. Click the Edit button at the bottom

Editing Basic Information

You can change any of the following:

Name Fields

• Title/Prefix (Mr., Mrs., Dr., etc.)
• First Name
• Middle Name
• Last Name
• Also Known As (nickname or alternate name)

Contact Information

• Email address
• Phone number

Personal Details

• Date of Birth
• Address (primary)

Organizational

• Status (Active, Inactive, Prospect, Lead)
• Tags

Managing Multiple Addresses

Patients can have several addresses for different purposes.

Adding a New Address

1. In the edit form, find the Addresses section
2. Click Add Address
3. Choose the address type:
   • Home
   • Work
   • Billing
   • Shipping
   • Mailing
   • Other
4. Enter the address details
5. Optionally add a custom label
6. Mark as primary if this is their main address

Setting a Primary Address

• Only one address can be primary
• The primary address is used by default for communications
• Click "Make Primary" on any address to change it

Removing an Address

• Click the delete icon next to any address
• Confirm the removal
• The address is permanently deleted

Managing Notes

Add notes to track important information about the patient.

Adding a Note

1. In the edit form, find the Notes section
2. Click Add Note
3. Choose the note type:
   • Internal — Staff-only information
   • Client-Facing — Information shared with patient
   • Call Summary — Notes from phone conversations
   • Meeting Notes — From in-person visits
   • Follow-Up — Tasks and reminders
4. Enter the note content
5. Optionally add tags to the note
6. Save the note

Editing Existing Notes

Notes can also be edited from the patient profile view.

Saving Changes

1. Review your edits
2. Click Save or Update
3. Changes are applied immediately
4. You're returned to the patient profile

Tips for Keeping Records Accurate

Update regularly — Edit information whenever a patient mentions changes.

Use notes for context — Add notes about preferences, concerns, or special requirements.

Keep addresses current — Ask patients to verify their address periodically.

Maintain email accuracy — Bounced emails indicate outdated addresses.

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Next: Patient Status | Previous: Adding Patients Manually