Details change: a new phone, a new address, a new surname. Every edit is kept in the record's history with who made it, so correct freely and never work around a wrong detail.

Open the details for editing

Open the patient's record; it opens on Details. Select Edit details, change what you need, and select Save changes. Cancel throws the changes away. The line Last edited by Sarah Malik on 12 Nov 2026, 3:10 PM above the details opens the change history. Editing needs the patient-management permission; without it the record is read-only.

A patient record's Details section being edited, showing Title, First name, Last name, Preferred name, Date of birth, Sex, Gender identity, Pronouns, Email, Phone numbers, Address, Time zone, Tags and Communication preferences.
The Details section in edit mode, with identity and contact fields, tags and the communication preferences.

What's on the page

  • Identity: Title, First name, Last name, Preferred name, Date of birth, Sex, Gender identity and Pronouns. See Preferred name and pronouns.
  • Contact: Email, Phone numbers (several, each with a type), Address, City, State, Postal code, Country, and Time zone, which is Same as location unless the patient lives elsewhere; see Patient time zones. Confirmations and reminders go to the email and the mobile number here, so a typo here is a missed reminder.
  • Other information: Occupation, Emergency contact, Medicare number, Reference number, Referring doctor (chosen from your contacts), and Tags: Interpreter required, Wheelchair access, Do not book with practitioner, High risk and VIP, which show on the record header so the front desk sees them.
  • Related patients: see Relate patients to one another.
  • Communication preferences: Automatic messages, Agreed to receive text messages, Marketing messages, and the confirmation and cancellation email switches. See Communication preferences.
  • Additional info: Extra information for anything that doesn't fit elsewhere, and Appointment notes, which are shown on the patient's appointments on the calendar, for a standing instruction such as needs the ground-floor room, and the patient's Privacy policy answer.
  • Custom patient fields: whatever your clinic has added; see Custom patient fields.

Concession type and referral source are set on the record's Billing section rather than here; see Assign a concession and Referral sources.

If someone else was editing too

Two people can't save over each other. If a colleague saved the record while you were editing, your save is refused with This patient was changed by someone else while you were editing. Reload to see the current details, then reapply your changes. The record reloads with their version, so check what they changed and make your edit again.