The below article details on how to update/ manage patient info in the patient portal.

Clients can edit their information using the client portal. To make changes, follow these steps:

1. Click on "My Info" from the navigation bar.
2. Edit any information that requires an update. The details entered by the admin/provider when the profile was created will be there. It is important to note that some details cannot be modified.
   1. First Name: Input the patient's first name.
   2. Middle Name: Input the patient's middle name.
   3. Last Name: Input the patient's last name.
   4. Date Of Birth: Select the date of birth from the calendar. 
   5. Gender: Choose the patient's gender from the provided drop-down. 
   6. Relationship: Select the patient's relationship for insurance purposes from the drop-down list.
   7. Address: Enter the patient's residency details. There will be separate fields for street, city, state, and zip code.

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

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

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

   11. Region: Specify the service region.

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

   13. Race & Ethnicity: Choose the patient's race from the drop-down menu.

   14. Preferred Language: Select the patient's preferred language from the drop-down menu. 

   15. First Date Seen: Input the date of the initial assessment. This field cannot be edited.

   16. Referred By: Select the referring physician or doctor who directed the patient to the facility for service. This field cannot be edited.

   17. Assignment: Select Yes to accept the assignment or No. This field cannot be edited.

   18. 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?"

   19. Guarantor First name: Enter the guarantor's first name.

   20. Guarantor Last Name: Enter the guarantor's last name.

   21. Guarantor Date of Birth: Select the date of birth of the guarantor from the calendar.

   22. 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."

   23. Upload Patient Signature: Upload the patient's signature for future paperwork convenience.

3. Once you have edited the details, click on the "Save Patient" button.