Patient Profile (Treatment Episode)

  • Updated

The Patient Profile tab is related to the patient's specific treatment episode and contains key information like address and marital status. If any of the required information is missing, you'll receive the following To Do alert asking you to complete the Patient Profile. 


Complete Patient Profile Tab

Use the following steps to complete the patient profile.

  1. From the patient's Treatment Episode, open the Patient Profile tab and click Edit.
  2. Complete the following information:
    1. Marital Status
    2. Medical Record Number
    3. Address [Required]
    4. City [Required]
    5. State [Required]
    6. Zip Code [Required]
    7. Birthday [Required]
    8. Phone
  3. Click Save.
  4. Optional: Click into the Emergency Contacts tab and Edit to input information.mceclip9.png

Was this article helpful?

0 out of 0 found this helpful



Please sign in to leave a comment.