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Dream Factory by TruBridge Ideas Portal
Status Product Owner Review
Categories Registration
Created by Clarissa Calhoun
Created on Jul 19, 2023

Contacts - Need Ability to Edit Contact's Demographic Information

Contact Feature does not give users the ability to edit demographic information on contacts. If contact is not associated to profile as Father, Mother, Spouse, or Notify.

To update contact that is not a father, mother, spouse or notify, users must exit out of the patient's profile. Lookup contact from profile listing, lookup contact, select profile, then update demographics.


See Attachment for location is needed to update demographic information of a contact.

  • Attach files
  • Clarissa Calhoun
    Reply
    |
    Dec 19, 2023

    Users that are in Patient Registration.

    System Menu Profile Listing > Search Select Patient Profile > Contact Billing/Info > Select CONTACTS > New > search for contact > select contact> Demographic Information Preview is available but there is not an option to edit.

    other path: System Menu > Account > Census > Contacts> Select Contacts.


    Contacts that are Father Mother Spouse Notify or Guarantor they can use the old ordinal lookup to update. However, for other contacts uses in registration would have to staff would have to exit out of Contacts. And exit out of the patient' profile back to profile listing and search for the contact's profile and update. Then repeat the process again. Many users on registration do not want to use this because it takes to many steps to update contacts that are not Father, Mother, Spouse, Notify, and/or Guarantor.

  • Todd Fannin
    Reply
    |
    Oct 5, 2023

    I tried this just now and it did allow me to add a new contact and add the relationship. I had another nurse try to edit what I had entered and it allowed her to do that as well. I don't know if this ability came in a recent update or if it has to do with securities. Just wanted to let you know that it did work for two nurses here at our facility. We are on version 2105.02 of THRIVE as of last week.

    Hope this helps~

    JTF