The following article explains how you and quickly and easily edit a patients details from the Calendar or from the 'Patients' section of the Dashboard. Please follow the instructions below to see how to do this: 

Edit or update patient's details from the Calendar

1. In the Calendar, click the patients appointment:
   
    
   
   
2. Click the Edit button next to the patients details:
   
   
   
   
3. Make any updates in the required fields and select Save when finished. To update consent preferences, click Patient consent settings.
   
   
   
   
4. You can then check or uncheck the boxes to update the following consent fields:
   
   
   
5.  Changes will be updated effective immediately. 
   
    

Edit or update patient's details & consent preferences in 'Patients' section  

1. In the HotDoc Dashboard, go to Patients > Patient Search 
   
   
   
   
2. Type in the patient's first name, last name, mobile or home phone number and click Search, then select View next to the patient you would like to edit. 
   
   
   
   
3. To edit a patients personal details select the Edit Details button.
   • Type their updated details into the fields and click Save Changes.
   • Adjust the consent preferences by checking or unchecking the box next to the corresponding option and select Save:
     
     
     
     
     
4.  Changes will then be updated effective immediately.