How to Update a Patient ID After Creating a Note

If you need to update or add a patient ID to an existing note in DigitalTCO, the process is quick and straightforward. Here's how you can do it:

Steps to Update a Patient ID

1. Navigate to the Notes List
   • Open the Notes List where all your notes are displayed.
2. Locate the Patient Icon
   • Within the note, find the person/user icon next to the note details.
   • If the patient ID is missing, you’ll see the icon with a strikethrough.
3. Click the Patient Icon
   • Click on the icon to open the ID editor.
4. Add or Edit the Patient ID
   • Enter the new patient ID into the provided field.
   • Make any necessary changes to an existing ID.
5. Save Your Changes
   • Confirm your updates, and the patient ID will be saved to the note.

Why Updating Patient IDs is Important

• Organization: Ensures notes are correctly linked to the appropriate patient.
• Compliance: Helps maintain accurate and complete patient records.
• Searchability: Makes it easier to retrieve notes associated with a specific patient.

If you have further questions or need assistance, feel free to reach out to our support team via the support chat or at help@digitaltco.co.uk.