👤 How to Find and Edit a Patient’s Profile – Athelas

The Speedy Way

From any page in your Athelas Insights interface, press Cmd + K on a Mac, or Ctrl + K for PC users. This will bring up a universal search box. Simply start typing a patient’s name and select their Patient Profile link, like so:

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Pro tip: Cmd + K (or Ctrl + K, for PC users) can search for anything in Insights — specific appointments, payment plans, claims, you name it. Use it well and often.

The Classic Way

Navigate to the Patient Responsibility tab. Click into the ‘Patient’ search field and enter the name of the patient.

Click the patient name where it appears in the list to enter the patient’s account.

This will take you to the patient’s full profile, where you can adjust all their configurations and balances.

Editing Patient Profile Information

To change the patient’s email address, phone number, or mailing address, click the ‘Actions’ menu and choose ‘Edit.’

In the popup, update the fields you would like to change and then click ‘Update.’

You can now see the patient’s updated information in their profile header card.