Editing Patient Information

Learn how to update and manage patient records in CureCompanion, including personal details, medical history, and contact information.

Prerequisites

  • Professional user account with appropriate permissions
  • Access to patient records in your facility
  • Patient must be associated with your healthcare facility

Accessing Patient Records for Editing

Method 1: From Patient List

  1. Navigate to the Patients section from the main navigation menu
  2. Locate the patient using the search bar or scrolling through the list
  3. Click on the patient’s name or row to open their detail page

Method 2: From Recent Visits

  1. Go to the Visits section
  2. Find the patient in your recent visits
  3. Click on the patient’s name to access their profile

Method 3: During Active Visit

  1. While in an active video visit
  2. Click on the patient information panel
  3. Select “View/Edit Patient Details” option

Editing Basic Patient Attributes

The Attributes section contains all essential patient information. To edit:

  1. Expand the Attributes Section
  • Click on “Attributes” if the section is collapsed
  • All editable fields will be displayed
  1. Available Fields to Edit:
  • First name: Patient’s given name
  • Last name: Patient’s family name
  • Gender: Select from Male, Female, or Other
  • Email address: Primary contact email
  • Username: Auto-populated from email (read-only)
  • Date of birth: Use date picker or type in format
  • Mobile phone country: Select country code
  • Mobile phone: Enter phone number without country code
  • Address: Street address
  • City: City name
  • Country: Select from dropdown
  • State: Select from available states/provinces
  • Postal code: ZIP or postal code
  • Healthcare facility: Auto-assigned (read-only)
  1. Save Your Changes
  • After making edits, click the “Save” button
  • A confirmation message will appear
  • Changes are immediately reflected in the patient record

Managing Medical History

Medical Conditions

  1. View Existing Conditions
  • Click “Medical conditions” to expand the section
  • Review listed conditions with their start and end dates
  1. Add New Condition
  • Click the “+” button in the Medical conditions section
  • Enter condition name
  • Specify start date
  • Add end date if condition is resolved (optional)
  • Click Save to add the condition
  1. Remove a Condition
  • Hover over the existing condition
  • Click the “×” (Close) button to remove
  • Confirm the deletion when prompted

Allergies

  1. View Current Allergies
  • Click “Allergies” to expand the section
  • Review listed allergies with reactions and dates
  1. Add New Allergy
  • Click the “+” button in the Allergies section
  • Enter allergen name
  • Describe the reaction type
  • Specify the start date
  • Click Save to add the allergy
  1. Remove an Allergy
  • Click the “×” button next to the allergy
  • Confirm removal when prompted

Medications

  1. View Current Medications
  • Click “Medications” to expand the section
  • Review active medications with details
  1. Add New Medication
  • Click the “+” button in the Medications section
  • Enter medication name
  • Specify strength/dosage
  • Add directions for use
  • Enter prescriber name
  • Set start date
  • Click Save to add the medication
  1. Remove a Medication
  • Click the “×” button next to the medication
  • Confirm discontinuation

Surgeries

  1. View Surgery History
  • Click “Surgeries” to expand the section
  • Review past surgeries with dates and details
  1. Add Surgery Record
  • Click the “+” button in the Surgeries section
  • Enter procedure name
  • Select surgery date
  • Add location/facility
  • Include relevant comments
  • Click Save to add the record
  1. Remove Surgery Record
  • Click the “×” button next to the surgery
  • Confirm removal

Additional Patient Management Actions

Resend Welcome Communications

If a patient hasn’t received or lost their login credentials:

  1. Click “Resend welcome email/SMS” button
  2. Choose delivery method:
  • Email only
  • SMS only
  • Both email and SMS
  1. Confirm the send action
  2. Patient will receive new login instructions

Archive Patient Records

For inactive patients or those who have left your practice:

  1. Click “Archive this patient” button
  2. Review the archive warning:
  • Patient will be moved to archived status
  • Record remains accessible but hidden from active lists
  • Can be restored if needed
  1. Confirm the archive action
  2. Patient is removed from active patient lists

Important Considerations

Data Validation

  • Required fields must be completed before saving
  • Email addresses must be in valid format
  • Phone numbers should match country format requirements
  • Dates cannot be in the future for historical records

Permission Requirements

  • Only professionals with edit permissions can modify patient records
  • Some fields may be restricted based on facility settings
  • System administrator approval may be required for certain changes

Audit Trail

  • All changes are logged with timestamp and user information
  • Previous values are retained in the audit history
  • Changes can be reviewed by administrators if needed

Best Practices

  1. Verify Information Before Saving
  • Double-check spelling of names
  • Confirm contact information is current
  • Ensure medical information is accurate
  1. Keep Records Current
  • Update contact information when patients report changes
  • Add new medical conditions as diagnosed
  • Remove resolved conditions with appropriate end dates
  1. Document Thoroughly
  • Include relevant details in comments fields
  • Specify accurate dates for all entries
  • Use standard medical terminology when possible
  1. Respect Patient Privacy
  • Only access records for patients under your care
  • Don’t share login credentials
  • Log out when finished editing

Troubleshooting

Changes Not Saving

  • Ensure all required fields are completed
  • Check for validation errors (highlighted in red)
  • Verify you have stable internet connection
  • Try refreshing the page and re-entering changes

Missing Edit Options

  • Confirm you have appropriate permissions
  • Check if patient is archived
  • Verify patient belongs to your facility
  • Contact administrator if permissions seem incorrect

Data Display Issues

  • Clear browser cache and cookies
  • Try a different browser
  • Check for browser extensions that might interfere
  • Report persistent issues to support

[screenshot – Patient detail page showing expanded Attributes section with editable fields]

[screenshot – Medical conditions section with existing conditions and add button]

[screenshot – Save confirmation message after successful patient information update]