1. User Guide
  2. Check-in tasks
  3. Manage appointments
  4. Edit patient details at check-in

Edit patient details at check-in

When a patient arrives for an appointment, check-in agents, healthcare workers, or Help Desk agents may need to edit some of the patient details. For example, you may need to update an email address or correct the spelling of a patient name before that person officially checks in.

Note:

You can only edit the details of patients in the locations assigned to you.
To edit patient details:
  1. If your system includes more than one location, select the location where you want to check in the patient by selecting the name of the current location at the top of the screen. You see a list of available locations. Select the location you want use for check-in and select Set Location.
  2. Select Check in Appointment from the Home tab.
  3. Ask the patient to show you the confirmation message. They may show you this information by opening the confirmation email from a smart phone or by showing you a printed copy of the confirmation message. After you see the confirmation message, do one of the following:
    • Enter the code shown in the confirmation message and select Find Appointment.
    • Select Scan Code, select the camera to use, and select Allow to allow access to the camera. Scan the QR code shown in the patient message.
  4. Select View All Appointments from the bottom of the page. This opens the patient details and any upcoming and past appointment details.
  5. Select Edit from the right of the Patient Details section.
  6. Modify the necessary fields. For example, you can modify the name, date of birth, type of insurance, insurance number, sex, gender, race, ethnicity, group, contact method, and address. (Oracle Health Immunization Management validates the format of Australian Medicare insurance numbers. But, it does not validate that the number belongs to a specific patient.)
  7. Select Apply Changes to update the patient details.
  8. To continue checking in the patient, select the appointment from the Upcoming Appointments section and select Complete Check In.
Healthcare workers use the queue to call patients one by one when ready to administer the vaccine or test. For more details, see Process an appointment.

Parent topic: Manage appointments