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Patient Demographics

  1. Click Patient list > Select a Patient > Patient Demographics menu

  1. In the Patient Info tab, enter and edit the patient’s required personal information like:
  • Email
  • Phone Number
  • Fax Number
  • Address
  • DOB
  • Sex
  • Marital status 
  • Race
  • Ethnicity and click the “Save Patient” button.

Note: When saving the email address of the patients, as we can add multiple emails for a patient, to set a default email for receiving appointment notification, billing documents and patient portal access we have set the email entered under the “Work” category to be default and shown in the dashboard.

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