Edit Person Demographics and Convert to Patient

You can edit patient details or convert a person to a patient at any time.

To edit patient details or convert a person to a patient (or both):

1. After searching for a person from the Home page, select the name of the person with the profile you want to edit or convert to a patient. If the person exists as a patient, the Patient Profile page opens. If the person already exists as a patient, the Edit Person Demographics page opens.
2. Do one of the following:
   • If you need to edit the patient details, edit the appropriate fields and select Save.
   • If you need to convert the person to a patient, select Convert to Patient. You see prompts to collect patient information, financial responsibility information, and to schedule an appointment. Enter details in the appropriate fields and select Save.