Viewing/Editing A Patient Details Tab
Written by Amelia Boyer
Updated at April 1st, 2025
Table of Contents
It's essential for all users within Healthy Roster to know how to view and edit a patient's details tab, as these pages contain valuable information, including patient demographics, contact details, insurance information, medical history, and emergency contacts.
Video Tutorial:
Step-By-Step Tutorial - Web:
- Navigate to the patient profile
- Click Details
- Edit/view patient details as necessary
- If you've edited information be sure to select SAVE
Step-By-Step Tutorial - App:
- From the patient profile, select Patient Details
- Now you can view/edit important medical information including: allergies, diabetes, or any important health history information. Select "Save" when complete.
- To view the patient's emergency contacts, Select Care Circle from the patient profile
