Editing a patient

Open a patient and use the three sibling tabs: Record, Attendance, and Payments.

On Record, choose Edit to update standard details, contacts, notes, custom field values, patient-specific fields, and Stage. Save when finished. Template changes do not retroactively change the fields already copied to this patient.

Attendance lists linked encounters. A reason or treatment summary appears only when processing produced that summary. Open an encounter for its transcript, generated note, notes, and assistant.

Payments shows the patient’s finance ledger, credit, and dated price setting. See Finance.