Edit patient

ModulePatients

Suggested profileReception

PermissionPATIENTS: WRITE

StatusValidated

Objective

Update the personal, contact, address or clinical data of an existing patient.

Before starting

• Locate the patient with the module's search.
• Have PATIENTS: WRITE.

Step by step

1. Enter the Patients module.
2. Search for the patient by name, medical record or phone.
3. In the patient's row, click the Edit icon (pencil).
4. The same dialog as the registration opens in edit mode, with the four tabs preloaded with current information.
5. Update the necessary fields in any of the tabs: Patient, Contact, Address or Record.
6. Click Save.

Expected result

• The dialog closes.
• The list table is updated with the new data.
• The system shows a success message.
• The changes are immediately reflected in Schedule, Cash box, Prescriptions and Studies (session cache).

Pending: add screenshot of pacientes-editar-01-dialogo.png.

Common errors

Situation	What to do
The Edit button does not appear	Verify the PATIENTS: WRITE permission.
The data is not saved	Check the connection and that the mandatory fields are complete.
The medical record is empty	It is only generated when saving for the first time; it is not editable in some flows.
Changes are not seen in Schedule	Refresh the Schedule page or wait for the system to invalidate the cache.

Suggested permissions

• PATIENTS: WRITE to edit.
• ADMIN is not required.

Relation with other modules

• Schedule: when changing the patient's phone, future appointments still show the previous phone until they are refreshed. Coordinate with the schedule team to confirm.
• Cash box: if there are pending payments, the name change is reflected in tickets and receipts generated from that moment.
• Prescriptions and studies: the updated name appears in new PDFs and sends; those already generated keep the data from the moment of issue.