Steps
⚠️ To manage add or adjust patient details you must have the appropriate security role. Prescribers, Receptionists and Admin have the ability to amend details. |
Navigate to your Patient's profile via the Patient sidebar menu. From the patient list, select the patient whose details you need to update.
On the patient’s profile, click the Edit Patient button in the top-right corner.
Make the amends per section and click Save and revalidate at the bottom of the relevant section. Make sure the updated details have been saved successfully before moving on.
Patient details – Given name, family name, date of birth and sex
Contact & entitlements – Mobile, email, entitlement number and other relevant details
Medicare/DVA – Medicare number, IRN and expiry date
Address – Street address, suburb, state and postcode
Note: If you’re updating Medicare or other patient identification details, make sure the information matches the patient’s records exactly, as the system uses these details for validation.