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:
  1. From the Act: [ID] / Patient List tab, click the Patient List tab.
  2. 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:
  1. From the Case: [ID] / Patient, Guarantor & Insurance tab, click the  in the Patient field. The Update Person page opens with the Person Information tab displayed.

OR

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

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

Via Collections:

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

 


 



Field Definitions

Field

Type

Required 

Description

Name and Address Section


Name Free TextYesThe 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 AddressCheckbox 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.
EmailFree TextNo The electronic mail address of the person. 
Personal Information Section


Social SecurityFree Text (Numeric)NoThe social security number or employer identification number of the person.
GenderDrop DownYes

The gender of the person. The following options are available:

  • Female
  • Male
  • Unknown

The field defaults empty. 

Date of BirthDrop Down (Calendar)NoThe date of birth of the person.
Date of DeathDrop Down (Calendar)NoThe date of the person's death.
Marital StatusDrop DownNo 

The marital status of the person. The following options are available:

  • Single
  • Married
  • Other 
Language Drop DownNo

The spoken language of the person. The following options are available:

  • English
  • Spanish
  • French
  • German
  • Italian
  • Portuguese
  • Other 
Employment Drop DownNo

The employment status of the person. The following options are available:

  • Employed
  • Full-Time Student
  • Part-Time Student
  • Other
  • Retired
  • Disabled 
Occupation Free TextNoThe trade, profession, or business of the person.
Employer Information Section 


Employer Free TextNoThe name of the person's employer.
Address Free TextNoThe street address (lines 1 and 2) of the person's employer.
City Free TextNoThe 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 TextNoThe 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 CodeFree Text (Numeric)NoThe five-digit plus 4-digit postal code of the person's employer address.
Phone Free Text (Numeric)NoThe 10-digit telephone number and extension, if applicable, of the person's employer.
Fax Free Text (Numeric)NoThe 10-digit facsimile number and extension, if applicable, of the person's employer.
Patient AlertFree TextNoA free text field used to create an alert for the patient.

 




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