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Step 1. Select Patients > Find Patients from the menu.
Patient Search form opens.
Step 2. Set the search value and click Search button.
The search results grid appears.
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Step 3. Set focus on any record and click Edit button.
Patient Details form opens.
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Step 4. Edit any field data.
Step 5. Click Update button.
Patient Details dialog closes. The patient is saved.
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Update the patient while a prior request creation
- Click New Prior Request button.
Electronic Prior Request form opens. Patient Details tab is active. - Load patient data using Find Patient field.
- Edit any field data.
- Go to Request Encounter Details tab and enter the visit details.
- Go to Procedure Details tab and enter activities details.
- Click Save As Draft (or Save & Send) button.
Electronic Prior Request form closes. Patient The patient data is updated.
Update the patient while a claim creation
- Select Claims > New Claim from the menu.
Electronic Claim form opens. Patient Details tab is active. - Load patient data using Find Patient field.
- Edit any field data.
- Go to Patient Visit Encounter Details tab and enter the visit details.
- Go to Procedure Details tab and enter activities details.
- Click Save button.
An information dialog appears informing that the claim is saved in the database. - Click OK button.
Electronic Claim form closes. The claim is saved. Patient The patient data is updated.