When a Patient moves, or changes their home phone number, it may affect other Patients or Persons in the system if they have family members who are also seen at the practice or are listed as Guarantors, Emergency Contacts, or Subscribers. Rather than updating each person or patient individually to make the necessary changes, perform the following steps to Update Demographics across the board:
The Patient form will open.
The Update Demographics form will appear, as shown below.
The Patient and all selected Related Persons will automatically be updated with the new information.