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Patient Profile

The Patient Profile section in the Medplum Provider app is your central hub for managing all patient-related information. This section covers how to register new patients, edit existing profiles, and maintain the Patient Summary sidebar for quick access to key information.

Registering Patients​

The onboarding process captures essential demographic, insurance, and medical information needed to provide comprehensive care.

Prerequisites​

  • Provider access to the Medplum Provider app
  • Patient insurance information and cards (if applicable)
  • Patient health history and emergency contact details

How to Register Patients​

  1. Access Patient Registration
    • Open the Medplum Provider app and click "New Patient" from the left navigation menu
  2. Enter Patient Information
    • Demographics
    • Emergency Contact
    • Allergies
    • Current Medications
    • Medical History
    • Family Member History
    • Vaccination History
    • Preferred Pharmacy
    • Coverage Information
    • Social Determinants of Health
  3. Confirm Acknowledgements/Consents/Notifications
    • Check and date the following:
      • Consent for Treatment
      • Agreement to Pay for Treatment
      • Notice of Privacy Practices
      • Acknowledgement for Advance Directives
  4. Review and Create
    • Review all entered information and then click “Submit” to create this Patient in Medplum
    • This will auto-generate a Patient Profile, unique ID and Profile Page, which you can access in the Medplum App as well

Editing Patient Demographics​

Occasionally core information about a patient may change and require editing their Profile.

Prerequisites​

  • Provider access to the Medplum Provider app
  • Patient insurance information and cards (if applicable)
  • Patient health history and emergency contact details

How to Edit Patient Demographics​

  1. Access Patient Profile Page
    • Navigate to a Patient Profile Page by using the global search field or through the “Patients” section in the left navigation menu
  2. Open Profile Edit Page
    • On the Patient Profile Page, click the patients’ name and avatar at the top of the Patient Summary sidebar
  3. Edit and Save Patient Demographics
    • On the Edit page, make the changes to the relevant sections and then click “Update” at the bottom of the page
    • These edits should be reflected in the Patient Summary, however a page refresh may be necessary

Updating the Patient Summary Sidebar​

As information about a patient changes over time, the Patient Summary will need to be updated to capture and display these changes.

  1. Access Patient Profile Page
    • Navigate to a Patient Profile Page by using the global search field or through the “Patients” section in the left navigation menu
  2. Choose Patient Summary Section to Update
    • On the Patient Profile Page, scroll within the Patient Summary sidebar to identify the section to update (e.g. Insurance, Allergies, Problems)
  3. Adding to a Patient Summary Section
    • For most sections, place your mouse cursor over the section to see a “+” button to the right of the section header
    • Click the “+” button to show an add modal or page for the item associated with this section
    • Fill in the necessary information within this add page/modal click “Save” to add to this Patient Summary section.
  4. Updating Items within a Patient Summary Section
    • Click on any item within a Patient Summary section to show either an edit modal or page for this unique item
    • Update the necessary information within this edit page/modal and click “Save” or “Update” to update this item

Note: a page refresh may be required to display new additions or edits to the Patient Summary sidebar