How to edit patient information

You can update a patient’s contact and affiliation details anytime from their profile.

Steps

1. Open Patients and enter the patient’s profile.
2. Click Edit in the data section.
3. Update what’s needed: contact, address, health plan (EPS), and coverage type.
4. Click Save.

Tip

Keep the health plan (EPS) and coverage type up to date: they’re used in electronic invoicing and the RIPS report, and incorrect information can cause the claim to be rejected.

The titular’s authorizations

Under the Administrativo tab you will see the Autorizaciones del titular card with two lines, Data processing and Marketing. Both are read-only: they show what the patient authorized, and when.

There is no switch because those decisions belong to the titular, not to the practice. The patient changes them from their own My account page, and grants them by booking or by signing the authorization.

If a patient phones asking to stop receiving promotions, today you cannot record that yourself from here. Ask them to change it under My account.