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 Person Information tab displayed.

Via Case:

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

From the Case: [ID] / Patient, Guarantor & Insurance tab, click the Image Modified in the Patient field. The Update Person page opens with the Person Information 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 Image Modified in the Subscriber Name field. The Update Person page opens with the Person Information tab displayed.

Via Person:

From the People page:
From the People page, select the person record to update. Click Update. The Update Person window opens with the Person Information tab displayed.

Via Collections:

From the Guarantor / Patient List Sub-tab:
Select the patient/person to be updated. Click Update. The Update Person window opens with the Person Information tab displayed.

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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.

Note
The Social Security field is masked, displaying only the last four digits. If your role has been given permissions to unmask and view SSNs, the lock icon Image Added is enabled. Click on it to view the full SSN.

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.