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Profile

Articles regarding Profile

  • Patient Referral to Another Provider
  • Adding a New Patient or Non-Patient
  • Managing Patient Information for Patients with Orthodontic Treatment
  • Searching and Viewing the Contact ID for a Patient and Non-Patient Contact
  • Adding and Using Profile Tags
  • Updating Patient Information in the Profile Module
  • Updating a Patient's Date of Birth
  • Understanding the Head of Household for a Family
  • Updating a Patient's Gender
  • Handling Duplicate Patients
  • Combining Patients into a Family
  • Completing the Patient Profile
  • Understanding Why Each Patient or Non-Patient Requires a Unique Email
  • Understanding the Responsible Party
  • Adding a Medical Alert to a Patient's Profile
  • Combining Patients into a Family
  • Editing a Non-Patient Contact Profile
  • Assigning or Changing the Head of Household
  • Removing a Medical Alert from a Patient's Profile
  • Assigning or Changing a Responsible Party
  • How do I Add Members to a Family?
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