Page History

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.

Note

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

From the Case: [ID] / Patient, Guarantor & Insurance tab, click the Image Modified 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 Image Modified 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.

Note
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.

5

Enter of the street address for the person in the Address line 1 and line 2 fields, if applicable.

6

Enter the zip code for the person in the Zip Code field.

Note
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.

Note
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.

Note
The State field auto-populates based on the value entered for the Zip Code field, but can be updated, if necessary.

9

Enter the business hours phone number for contacting the person in the Day Phone field.

10

Enter the non-business hour's phone number for contacting the person in the Evening Phone field.

11

Enter the person's electronic mail address for the person in the Email field.

12

In the Employer Information section, enter the name of the person's current employer in the Employer field.

Info
Employer information is optional and used for your record keeping.

13

Enter of the street address for the person's employer in the Address line 1 and line 2 fields, if applicable.

14

Enter 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.

Note
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.

Note
The State field auto-populates based on the value entered for the Zip Code field, but can be updated, if necessary.

17

Enter the phone number of the employer in the Phone and Ext. fields, if applicable.

18

Enter the facsimile number of the employer in the Fax and Ext. fields, if applicable.

19

In the Personal Information section, enter the person's SSN in the Social Security field.

20

Open the Gender drop down list and select the person's gender.

21

Open the Date of Birth drop down and select the date from the calendar.

Note
The date can also be entered manually by typing the date with the following format: mm/dd/yyyy.

Note
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.

22

Open the Marital Status drop down list and select the person's marital status.

23

Open the Language drop down list and select the person's spoken language.

24

Open the Employment drop down list and select the person's current employment status.

25

Enter the person's current occupation in the Occupation field.

26

Enter any alert text for about the person in the Patient Alert field.