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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