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Patient Profile

The patient profile provides a comprehensive view of all patient information, procedure history, and related documents.

Accessing a Patient Profile

1

Go to My Patients

Click My Patients in the navigation menu
2

Select a Patient

Click on a patient name to open their profile

Profile Sections

Demographics

View and edit basic patient information:
  • First name initial and last name
  • Year of birth and calculated age
  • Gender
  • Ethnicity
  • EHR Patient ID
Click Edit Profile to modify these details.

Contact Information

Patient contact details including:
  • Email address (clickable to send email)
  • Mobile phone number (clickable to call)
  • Preferred contact method
  • Preferred language
Click Edit Contact to update contact information.

Medical Observations

View recorded observations:
  • Chief complaint
  • Injury/onset date
  • Medical history notes
  • Pre-operative assessments
See Patient Observations for details on recording observations.

Procedure History

A chronological list of all procedures performed on this patient:
  • Procedure date
  • Procedure type
  • Surgeon
  • Status (Completed, In Progress)
  • Quick access to procedure details
Click any procedure to view full details.

Editing Patient Information

Edit Profile

1

Open Patient Profile

Navigate to the patient’s profile page
2

Click Edit

Click the Edit Profile button in the footer
3

Modify Details

Update the required information
4

Save Changes

Click Save to confirm your changes

Edit Contact Details

1

Open Patient Profile

Navigate to the patient’s profile page
2

Click Edit Contact

Click the Edit Contact button
3

Update Information

Modify email, phone, or preferences
4

Save Changes

Click Save to confirm

Quick Actions

From the patient profile, you can:
  • Schedule Operation - Create a new appointment
  • View History - See all past procedures
  • Add Observation - Record new medical notes
  • Generate Report - Create a post-op report