Patient Profile (Treatment Episode)

The Patient Profile tab pertains to the patient's specific treatment episode and includes essential information such as their date of birth, address, and marital status. If any necessary information is missing, you will receive a To Do alert prompting you to complete the Patient Profile. 

Workflow

Let's review how to complete the Patient Profile section of the Treatment Episode. 

• 1. From Treatment Episode > Intake, click Patient Profile. 
     
     
  2. Next, click Edit.
     
  3. In the Edit window, complete the following information:
     

     Marital Status Medical Record Number Address [Required] City [Required] State [Required] Zip Code [Required] Birthday [Required] Phone Gurantor Type

  4. Click Save to complete the process.
     
  5. To remove the To Do alert, click here for instructions on adding an admitting diagnosis. 
  6. Optional: Click into the Emergency Contacts tab and Edit to input information.