Adding or Editing a Patient

New patients can be added to PatientBase and existing patients can be edited. To delete a patient, see Deleting a Patient.

 

Adding a PatientAdding a Patient

  1. Click Patient: on the Connect screen or Patient: Patient's Name from the Menu Bar in Pro Fit.
  2. Click Add New Patient.
  3. Enter patient informationpatient information.
    * Denotes required field
    Field Name Details
    First Name 38 alphanumeric
    Last Name* 38 alphanumeric
    Gender* The default is Unknown.
    Date of Birth Click . Click on the Month Year at the top and then click on the Year to view a range of years. Click  or  to navigate to the previous or next range of years. Click on the desired year, month, and day.
    ID Number 25 alphanumeric
    Occupation 100 alphanumeric
    Home Phone  12 alphanumeric
    Work Phone 12 alphanumeric
    Mobile Phone 12 alphanumeric
    E-Mail 70 alphanumeric
    Address Line 1 100 alphanumeric
    Address Line 2 100 alphanumeric
    City 100 alphanumeric
    State 2 alphanumeric
    Postal Code 5 alphanumeric
    Country 50 alphanumeric
  4. Click Save and Close to save the patient, or click Cancel to cancel the addition.
    Note:  If 'Save and Close' was selected and the patient’s First and Last name already exists in your database, a message displays that this may be a duplicate. Click OK. The patient was added to the database and displays in the list with its duplicate(s). If the patient is a duplicate, see Linking or Deleting Duplicate Patients for more information.

 

Editing a PatientEditing a Patient

  1. Search and select the patient to edit.
  2. Click the Patient Profile tab.
  3. Click  Edit Patient Profile.
  4. Edit patient informationpatient information.
    * Denotes required field
    Field Name Details
    First Name 38 alphanumeric
    Last Name* 38 alphanumeric
    Gender* The default is Unknown.
    Date of Birth Click . Click on the Month Year at the top and then click on the Year to view a range of years. Click  or  to navigate to the previous or next range of years. Click on the desired year, month, and day.
    ID Number 25 alphanumeric
    Occupation 100 alphanumeric
    Home Phone  12 alphanumeric
    Work Phone 12 alphanumeric
    Mobile Phone 12 alphanumeric
    E-Mail 70 alphanumeric
    Address Line 1 100 alphanumeric
    Address Line 2 100 alphanumeric
    City 100 alphanumeric
    State 2 alphanumeric
    Postal Code 5 alphanumeric
    Country 50 alphanumeric
  5. Click Save and Close to save the changes, or click Cancel to discard the changes.

 

Editing Patient CommentsEditing Patient Comments

  1. Search and select the patient to edit.
  2. Click the Comments tab.
  3. Click  Edit Comment.
  4. Add or edit comments.
  5. Click  Save Comment.