Skip to main content

Manage patient records

Use patient records to store demographics and patient-specific details before adding coverages, admissions, or clinical documentation.

Create a patient​

  1. Open People.
  2. Click Patients.
  3. Click New patient.
  4. Enter the patient's demographic information.
  5. Add patient details such as gender, height, weight, or Medicare Beneficiary ID when available.
  6. Click Save.

View a patient​

  1. Open People.
  2. Click Patients.
  3. Find the patient in the list.
  4. Click the patient name.

If the patient does not appear in the active patient list, turn off the active patient filter to show patients without an active admission.

Update a patient​

  1. Open the patient.
  2. Click Edit.
  3. Update demographics, contact information, patient details, or tags.
  4. Click Save.

Delete a patient​

  1. Open the patient.
  2. Click Edit.
  3. Click Delete.
  4. Confirm the deletion.

Only delete a patient if the record is not needed for admissions, documentation, schedules, billing, notices, or reporting.