Version 20.17

Path: Clinical, Practice Management, Billing tab > Patient Chart button > Basic Information

About

Edits made to the Patient's Primary phone number and/or Primary address are tracked in the Family Contacts section of the Patient Chart. 

Change Primary Address

1. Navigate to the patient's Demographics by following the path above.
2. In the Primary address field, update the patient's primary address.  
3. Click the Save button to save your changes. If there are siblings linked to the patient, the Family Address Change window is displayed with a list of the siblings.
4. Click the Apply button to accept the changes.

1. Click the Family Contacts tab and you'll see a new entry labeled address change. When selected, you'll see the old address details listed in the grid. The new address will be associated with the contacts.

Change Primary Phone Number

1. Navigate to the patient's Demographics: Clinical, Practice Management, Billing tab > Patient Chart button > Basic Information.
2. In the Primary phone field, update the patient's primary phone number.
3. Click the Save button to save your changes. If there are siblings linked to the patient, the Family Address Change window is displayed with a list of the siblings.
4. Click the Apply button to accept the changes.

1. Click the Family Contacts tab and you'll see a new entry labeled phone change. When selected, you'll see the old primary phone number listed in the grid. The new phone number will be associated with the contacts.

Version 20.16

Path: Clinical, Practice Management, Billing tab > Patient Chart button > Basic Information

Overview

Follow the instructions below to update the patient's address.

1. Select Basic Information in the patient's chart by following the path above. 
2. Update the patient's primary address.  

3. Click the Save button to save your changes.

If there are siblings linked to the patient, the Family Address Change pop-up box with a list of the siblings.

4. Click on the Family Contacts tab and you will see a new entry called address change. This will contain the old address. The new address will be associated with the contacts.