Overview
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.
How to Get Here?
Via Account:
From the Act: [ID] / Patient List tab: |
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Via Case:
From the Case: [ID] / Patient, Guarantor & Insurance tab: |
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OR
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| From the People page: |
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Via Collections:
| From the Guarantor / Patient List Sub-tab: |
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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:
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| 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. |
| 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. 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 |
| Gender | Drop Down | Yes | The gender of the person. The following options are available:
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:
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| Language | Drop Down | No | The spoken language of the person. The following options are available:
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| Employment | Drop Down | No | The employment status of the person. The following options are available:
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| 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. |
