To edit an existing patient's contact information, including a phone number, name, or a birthday change, please follow the steps below:

  • Launch the workstation
  • On the left hand side, click 'Search Contacts'
  • Search the patient you wish to edit by phone number
  • With the patient pulled up, click the paper and pencil edit icon to the left of their name
  • From here, you can update the first name, last name, birthday, and carrier.

If you have additional questions, please feel free to reach out to our team. We are here to help!