Manage an Identity Card

See the following sections if you want to add or replace an identity card, or if an identity card was added in error.

Add an Identity Card

  1. Select the Add button.
  2. Select an identification document type.
  3. Follow the prompts to take a photo or add an image, and then select Upload.

    Note:

    When the image of an identity card is uploaded, the following card data elements are imported into the associated fields based on the scenarios below:
    • First Name
    • Last Name
    • Date of Birth
    • Home Address: Address Line 1, Address Line 2, City, State, ZIP Code, Country

      When adding an identity card for the patient, values are updated if previously blank.

      When adding an identity card for a proxy or caregiver, and the proxy or caregiver is added as a new person, values are updated if previously blank.

      When adding an identity card for a proxy or caregiver, and the proxy or caregiver exists in the system, values are not updated when the card is added.

Replace an Identity Card

  1. Select the actions menu button.
  2. Select Replace.
  3. Select an identification document type.
  4. Follow the prompts to take a photo or add an image, and then select Upload.

Remove an Identity Card

  1. Select the actions menu button.
  2. Select Delete.