Editing a Patient Profile
Update a patient's name, relationship, or notes.
You can update any patient profile after creating it - useful when something changes (a new diagnosis to note, a different name, or a clearer description of the relationship).
Step-by-step
- Click your initials in the top-right and choose Settings.
- Open the Manage Patients tab.
- Find the patient you want to update and click Edit (the pencil icon).
You can change:
- Name- how this patient appears throughout the app.
- Relationship - e.g. "self", "mother", "spouse". Helpful when you have several profiles.
- Notes - free-form text. A good place for things like preferred pronouns, allergies you want to keep top of mind, or a brief medical history note. Up to 10,000 characters.
Click Save Changes when you're done. The button is disabled until you've actually changed something.
What this doesn't change
Editing a profile doesn't move or delete any records or research threads. Everything stays attached to the same patient - only the labels and notes change.
If you need to delete a profile entirely, see Deleting a patient profile.