Editing Patient Information

Overview

Care team members can edit patient demographic and contact information directly from the patient profile, subject to their role permissions.

How to Edit Patient Information

1. Open the Patient Profile for the patient you want to update

2. Click the Edit button or pencil icon next to the field or section you want to change

3. Modify the information as needed

4. Click Save to apply the changes

Editable Fields

Depending on your organization's configuration and your role permissions, you may be able to edit:

• Contact information – phone numbers, email address, mailing address

• Demographics – date of birth, gender, preferred language, pronouns

• Emergency contacts – name, relationship, phone number

• Custom patient attributes – organization-defined fields such as insurance ID, referring provider, or health plan

• Photo – upload or update the patient's profile photo

Permissions

Not all users can edit all fields. Some fields may be:

• View-only for certain roles

• Restricted to administrators or designated data managers

• Auto-populated from intake forms or integrations and locked from manual editing

If you cannot edit a field, contact your administrator to check your role permissions.

Audit Trail

All changes to patient information are logged in the data audit trail. Administrators can review who changed what and when via the Admin Portal.