Use this task to update a patient/person record. In addition, use the Update Person page to view address and appointment history for the patient.

The update person configuration includes information on the following tabs:

Step-By-Step Guide

Step

Instructions

Additional Information

1

From the Act: [ID] / Patient List tab, select the patient to be updated.

This activity can also be initiated from the following locations in Connect:

  • From the Case: [ID] / Patient, Guarantor & Insurance tab, click the  in the Patient field. 
  • From the Case: [ID] / Patient, Guarantor & Insurance tab, select an insurance in the Insurance table, and click Update. The Update Insurance window opens from where you can click the  in the Subscriber Name field.
  • From the People page, select the person record to update, and click Update.
2

Click Update. The Update Person window opens.

Update the relevant information via the applicable steps below...


3

Person Information Tab

In the Name and Address section of the Person Information tab, enter the name of the person in the Name field.

Last and First names are required for a person name, with the Middle and Suffix field being optional.
4

Select the International Address checkbox, if applicable.



5Enter of the street address for the person in the Address line 1 and line 2 fields, if applicable.
6Enter the zip code for the person in the Zip Code field.
If International Address is selected, the State and Zip Code fields are replaced with Postal Code, Provide Code, and Country.
7(Optional) Enter the name of the city for the person in the City field.
The City field auto-populates based on the value entered for the Zip Code field, but can be updated, if necessary. 
8(Optional) Open the State drop down list and select the state for the person.
The State field auto-populates based on the value entered for the Zip Code field, but can be updated, if necessary. 
9Enter the business hours phone number for contacting the person in the Day Phone field.
10Enter the non-business hour's phone number for contacting the person in the Evening Phone field.
11Enter the person's electronic mail address for the person in the Email field.
12In the Employer Information section, enter the name of the person's current employer in the Employer field.

Employer information is optional and used for your record keeping. 

13Enter of the street address for the person's employer in the Address line 1 and line 2 fields, if applicable.
14Enter the zip code for the person's employer in the Zip Code field.
15(Optional) Enter the name of the city for the person's employer in the City field.
The City field auto-populates based on the value entered for the Zip Code field, but can be updated, if necessary. 
16(Optional) Open the State drop down list and select the state for the person's employer.
The State field auto-populates based on the value entered for the Zip Code field, but can be updated, if necessary. 
17Enter the phone number of the employer in the Phone and Ext. fields, if applicable.
18Enter the facsimile number of the employer in the Fax and Ext. fields, if applicable.
19In the Personal Information section, enter the person's SSN in the Social Security field.
20Open the Gender drop down list and select the person's gender.
21Open the Date of Birth drop down and select the date from the calendar.
The date can also be entered manually by typing the date with the following format: mm/dd/yyyy.
The date of birth is not required when creating a person. However, it is required for a person who is designated as the patient on a case. If the date of birth is missing on the person record of the patient, you cannot save the case until the date of birth is entered.
22Open the Marital Status drop down list and select the person's marital status. 
23Open the Language drop down list and select the person's spoken language.
24Open the Employment drop down list and select the person's current employment status.
25Enter the person's current occupation in the Occupation field.
26Enter any alert text for about the person in the Patient Alert field.

The alert message displays in a Message window when accessing the patient.

27

Insurance Tab

Click the Insurance tab to edit the insurance details.



28

In the Active Insurance section, click Add.

Refer to the Adding Insurance topic for the step-by-step guide for completing this activity.

29Click Save to save and close the page. 


30

Address History

Click the Address History tab.


31Review the historical address information.
32(Optional) To change the current address, select the address being changed to the currently active address and click Load Address.

Only one address can be active at a time.

33

Appointment History

Click the Appointment History tab to view the appointments for the patient.

This is a read-only tab that pulls and displays appointment information from Front Office.
34Click Save to save changes and close the Update Person page.






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