Edit a patient or contact
Change a patient's name, update their phone number, or add an email or MRN to their record in the BloomText Directory.
Who can do this: Everyone · Web and desktop
Change a patient name, phone number or email in one place.
Fix it once in the patient's record when a name is misspelled or a family gets a new number. The new details show wherever that patient appears in BloomText.
Before you start
- Anyone in your organization can edit a patient's details.
Change a patient's name or number
- In the left bar, click Directory.
- Click the Patients tab.
- Find the patient in the table, or type their name in Search by name, phone, email or MRN, then click them.
- Their details open in a panel beside the table. Click Edit details.
- Change what's wrong: First Name, Last Name, Email, Phone, Date of Birth or MRN.
- Click Save.
- A message at the top says Patient information updated, and the table and the panel show the new details. Their chats show the new name too.
- If the patient is in the Directory twice, fix the record you keep. An admin can archive the other one with Archive patient at the bottom of its panel.
To leave without changing anything, click Cancel.
Good to know
- A patient needs a phone number or an email address, so you can't clear both.
- Two records for the same patient can't be merged.
- Anyone in your organization can see the change, so keep the details to what your team needs to reach the family.
Related
Referenced by
Add or import patients and contacts
Add a patient to your BloomText Directory one at a time, or bring in a whole list from a CSV file, so you text people by name.
Open a patient's profile and past chats
Check a patient's details and read your earlier conversations with them before you reply, all from their panel in the BloomText Directory.