How to Edit a Responsible Party in Denticon

Created by Kylie Polchynsky, Modified on Thu, 12 Nov at 9:09 AM by Kylie Polchynsky

Change a Responsible Party in Denticon:

Follow the steps below to update a patient's responsible party without merging accounts.

  1. Update the Patient Relationship: In the Patient Overview, make sure the patient's relationship to the responsible party is changed from SELF to the appropriate relationship. This is a critical step and must be completed first.

  1. Navigate to Responsible Party: Go to the Responsible Party section and select Edit.

  1. Update the Information: Enter the applicable information for the new responsible party.
  1. Save the Changes: Select Save to apply the updates.

  1. Verify the Changes: Return to the Patient Overview and confirm that the responsible party information has been updated correctly.

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