The article explains how to update/manage patient info in the Patient Portal.


Patients can edit their information using the Patient Portal. To make changes, follow these steps:

  1. Click on "My Info" from the navigation bar (left). 
  2. Edit/update the required information. The details entered by the admin/provider when the profile was created will be there. Note: Some details cannot be modified.

    BASIC INFORMATION
    • First Name: Input the patient's first name.
    • Middle Name: Input the patient's middle name.
    • Last Name: Input the patient's last name.
    • Date Of Birth: Select the date of birth from the calendar. 
    • Gender: Choose the patient's gender from the provided drop-down. 
    • Relationship: Select the patient's relationship for insurance purposes from the drop-down list.
    • Address: Enter the patient's residency details. There will be separate fields for street, city, state, and zip code. To add more addresses, click on the "+" icon. To remove the addresses, click on the trash icon. 

    • Phone: Provide the patient's contact number and select the type (e.g., work, cell, home). You can add additional phone numbers. 

    • Email: Input the patient's email address and select its type (e.g., work, home). You can add additional email addresses.

    • POS: Enter the service location, such as the main office, school, home, etc.

    • Region: Specify the service region.

    • Default Time zone: Choose the time zone of the client.


       

        ABOUT PATIENT

  • Race & Ethnicity: Choose the patient's race from the drop-down menu.
  • Preferred Language: Select the patient's preferred language from the drop-down menu. 
  • Date First Seen: Input the date of the initial assessment. However, this field cannot be edited.
  • Referred By: Select the referring physician or doctor who directed the patient to the facility for service. However, this field cannot be edited.
  • Assignment: Select Yes to accept the assignment or No. However, this field cannot be edited.

 
        IS GUARANTOR AVAILABLE?

    • Guarantor Information: Input the guarantor details for billing purposes. To fill in the details, you need to check the box that says, "Is Guarantor Available?"
    • Guarantor First name: Enter the guarantor's first name.
    • Guarantor Last Name: Enter the guarantor's last name.
    • Guarantor Date of Birth: Select the date of birth of the guarantor from the calendar.
    • Guarantor Address: Input the guarantor's address. If the patient and the guarantor share the same address, check the box that says, "Same as Patient Address."


  • Upload Signature: Upload the patient's signature for future paperwork convenience.
  • Save Patient: Once you have edited the details, click on the "Save Patient" button.