How can I view and edit patient information

Patient information such as services availed can be found within their individual profiles. This is where your patient interactions are documented.

 

You may view a patient's historical records, upcoming appointments, form submissions, and more from the patient's profile.

To view and edit a patient's information, please refer to the following steps:

1. Log in to your Upvio account.
2. Navigate to the Patients section from the main menu.
3. Search for the patient by name. 
4. Click the arrow next to Client Information to view details.
5. Update the following as needed:

• Name
• Legal Name
• Date of Birth
• Biological Sex
• Gender
• Patient Type
• Email Address
• Phone Number

6. Click Save to apply changes.
7. You can also click the Edit button in the upper right corner to modify the same information.

By following these steps, you can easily keep patient records updated in Upvio. For further assistance, please visit our Contact Us page for easier access to our support team.