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Editing patient profiles in the PMT

Use these steps to edit a patient profile in the PMT.

  1. Open up the PMT

  2. Search for the patient you wish to block or unblock

    • You can search by name, DOB, email, phone, or MRN

  3. Click on the associated profile to open

  4. Click on the pencil icon next to Demographics

  5. Here you can make edits to the patient profile including:

    • First, last, and preferred name

    • Date of Birth

    • Sex assigned at birth

    • Gender Identity 

  6. Once you have made your edits, click Save

    • These changes should reflect in the PMT immediately

    • The patient may need to refresh the app for the changes to reflect on their end

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