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Patient details

You can modify, add or delete data from a patient profile.

Updating payor details

You can modify, add or delete payor details from a patient profile.

To edit payor details:

  1. From the Patients menu, select All patients.
  2. Select the patient name from the list.
  3. Click the Patient details link.
  4. From the Patient details tab, click Edit under Payor details.
  5. Enter all necessary information—payor and member ID.
  6. (Optional) If you want to update the patient’s insurance status, select Verify insurance and then click Yes, verify insurance.
Note: If you activate this feature, additional service fees will apply. Insurance verification can take up to 24 hours. Once the status is known, it is displayed under Last known status.


  1. Click Save.

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