The Patient Information section is the central hub for storing and managing a patient’s demographic, administrative, and legal information. Keeping this area accurate and up to date ensures patient safety, smooth billing, proper communication, and compliance with clinical and regulatory standards.
This section includes several subsections, each covering a different aspect of the patient’s record:
Subsections of Patient Information
1. Basic Information
Contains the patient’s name, date of birth, biological sex, suffix, primary practitioner, and avatar photo.
2. Addresses
Stores home, postal, and physical addresses for the patient. This ensures correct billing, mailing, and emergency contact accuracy.
3. Telecom (Email & Phone)
Manages the patient’s primary contact information. Also allows staff to send and resend patient portal invitations and track their status.
4. Contacts
Records emergency contacts, family members, or administrative connections such as employers or insurance representatives. Each contact includes relationship, email, phone, and address.
📸 Screenshot: List of contacts with the three-dot menu for edit/delete.
5. Insurance
Holds the patient’s insurance carrier information, policy details, subscriber data, and effective dates. This ensures smooth billing and eligibility checks.
6. Consents
Tracks treatment consents, release forms, or any other required legal agreements. New consents can be sent to patients electronically via HelloSign for secure and compliant digital signatures.
📸 Screenshot: Consents tab with pending and completed statuses.
7. Credit Cards
Securely stores credit card details for billing and checkout purposes. Supports adding, editing, or removing cards, and marking one as the preferred payment method.
📸 Screenshot: Credit Cards tab showing saved card and add form.
8. Documents
Centralizes all patient documents, including both uploaded files and system-generated ones (encounters, invoices, prescriptions, questionnaires, lab results). Supports categories for organization, as well as downloading or deleting files.
📸 Screenshot: Documents tab showing uploaded and system-generated files.
9. Audits
Displays a list of actions related to the patient’s record across the system. This log helps staff monitor who updated what, and when, ensuring transparency and compliance.
Why Keep Patient Information Updated?
Ensures correct patient identification and avoids record duplication.
Supports safe communication (invitations, reminders, and alerts).
Prevents billing errors and delays in insurance claims.
Maintains legal and regulatory compliance with signed consents and accurate records.
Improves overall care coordination across the clinical team.
Provides accountability through audit tracking.
✅ Tip: Review the Patient Information section at the beginning of every encounter or before billing workflows to make sure no data is outdated.