Managing Patient Demographics

Managing Patient Demographics

Keep patient records up to date by editing their demographics, contact information, and related details.

How to Edit Demographics

1. Open the patient's record from the Patients list
2. In the patient sidebar, click the Edit button next to the demographics section
3. Update the fields you need to change
4. Click Save

All changes are recorded in the patient's audit trail.

Contact Details

You can store the following contact information:

• Email - used for appointment notifications, invoices, and portal access
• Phone - mobile and/or landline numbers
• Preferred contact method - set whether the patient prefers email, phone, or SMS
• Contact consent - record whether the patient has consented to email and SMS communications

Address

Start typing in the address field to use the autocomplete lookup. You can also enter the address manually if needed. The address is stored as structured fields (line 1, line 2, city, county, postcode, country).

GP Practice

Link a patient to their registered GP practice:

1. In the patient sidebar, find the GP Practice section
2. Search for a practice from your organisation's list, or search the NHS GP Directory nationally
3. Select the practice and optionally add the registered GP name

The practice's ODS code is stored automatically when imported from the NHS directory.

Emergency Contacts

Add one or more emergency contacts with:

• Name
• Relationship to patient
• Phone number
• Address (optional)

Accessibility Needs

Record any accessibility requirements in the accessibility section of the patient form. You can add structured key-value pairs (e.g. "Mobility" → "Wheelchair user") or free-text notes.

Interpreter and Language

Record the patient's language requirements and whether they need an interpreter for appointments.

Tip: Changes to demographics are audit-logged automatically. You can view the full history in the Audit tab on the patient record.