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How to edit a patient

This guide explains how to edit a patient’s details in TidyClinic.

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Step 1.

Go to Search patient.

Select the patient you want to edit.

Step 2.

You will then be taken to their patient EMR page.

Under the overview tab, click the edit icon next to the patient’s name.

Step 3.

This will open a pop up box where you can edit their details.

Step 4.

You can add/ change their contact and address details.

Step 5.

You can add a new patient contact by clicking New contact.

Once any changes are made to the patient, click Save.

Step 6.

You will then be able to see the changes on the patient’s EMR page.

Related Guides

Want to learn more? Check out these related guides

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Setup

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Patients

Learn how to manage patients within your Tidy account

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Learn how to manage your calendar within your Tidy account