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Manage Patients: How do I view/edit a [Patient Record]?

Patients Section Guide

Manage Patients: How do I view/edit a [Patient Record]?

Last updated on 14 Sept, 2025

Step 1: In the top-right corner of the Dashboard, begin typing the patient's first or last name in the [Search Patient] bar and select the patient account once it appears in the drop-down menu.

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Step 2: If you edit any of the information, be sure to click the [Save] button at the bottom of that page.  

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