Page History

Overview

Panel

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Info

The Update Person page provides details on the person (patient) selected.

It is comprised of 4 tabs:

The Person Information tab is used to configure or modify the general information for a person. It collects the name and address, personal information, and employer information of the person.

Info

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title	How to Get Here?

Via Account:

From the Act: [ID] / Patient List tab:
From the Act: [ID] / Patient List tab, click the Patient List tab. Select a patient and click Update. The Update Person window opens with the Address History tab displayed.

Via Case:

From the Case: [ID] / Patient, Guarantor & Insurance tab:

From the Case: [ID] / Patient, Guarantor & Insurance tab, click the in the Patient field. The Update Person page opens with the Address History tab displayed.

OR

From the Case: [ID] / Patient, Guarantor & Insurance tab, select an insurance in the Insurance table.
Click Update. The Update Insurance window opens.
Click the in the Subscriber Name field. The Update Person page opens with the Address History tab displayed.

Field Definitions

Field	Type	Required	Description
*Name and Address Section*
Name	Free Text	Yes	The last, first, and middle names of the person. There is space provided if the name has a suffix (for example, Sr., Jr., or III).
International Address	Checkbox	No	The checkbox indicates whether the address is in a country other than the United States. If selected, the Name and Address section refreshes with the following options for entering the international address: Postal Code Province Country
Address	Free Text	Yes	The street address (lines 1 and 2) of the person.
City	Free Text	Yes	The city of the person's address. The field will auto-populate when the Zip Code is entered. However, the field can be edited by typing the name of the city in the space provided.
State	Free Text	Yes	The two-character state abbreviation of the person's address. The field will auto-populate when the Zip Code is entered. However, the field can be edited by typing the state abbreviation or selecting an option from the drop down list.
Zip Code	Free Text (Numeric)	Yes	The five-digit plus 4-digit postal code of the person's address.
Day Phone	Free Text (Numeric)	No	The 10-digit telephone number and extension, if applicable, where the person can be contacted during business hours.
Evening Phone	Free Text (Numeric)	No	The 10-digit telephone number and extension, if applicable, where the person can be contacted during non-business hours.
Email	Free Text	No	The electronic mail address of the person.
Personal Information Section
Social Security	Free Text (Numeric)	No	The social security number or employer identification number of the person.
Gender	Drop Down	Yes	The gender of the person. The following options are available: Female Male Unknown The field defaults empty.
Date of Birth	Drop Down (Calendar)	No	The date of birth of the person.
Date of Death	Drop Down (Calendar)	No	The date of the person's death.
Marital Status	Drop Down	No	The marital status of the person. The following options are available: Single Married Other
Language	Drop Down	No	The spoken language of the person. The following options are available: English Spanish French German Italian Portuguese Other
Employment	Drop Down	No	The employment status of the person. The following options are available: Employed Full-Time Student Part-Time Student Other Retired Disabled
Occupation	Free Text	No	The trade, profession, or business of the person.
Employer Information Section
Employer	Free Text	No	The name of the person's employer.
Address	Free Text	No	The street address (lines 1 and 2) of the person's employer.
City	Free Text	No	The city of the person's employer address. The field will auto-populate when the Zip Code is entered. However, the field can be edited by typing the name of the city in the space provided.
State	Free Text	No	The two-character state abbreviation of the person's employer address. The field will auto-populate when the Zip Code is entered. However, the field can be edited by typing the state abbreviation or selecting an option from the drop down list.
Zip Code	Free Text (Numeric)	No	The five-digit plus 4-digit postal code of the person's employer address.
Phone	Free Text (Numeric)	No	The 10-digit telephone number and extension, if applicable, of the person's employer.
Fax	Free Text (Numeric)	No	The 10-digit facsimile number and extension, if applicable, of the person's employer.
Patient Alert	Free Text	No	A free text field used to create an alert for the patient.