1. To change the patient details, click the edit icon at the top of the screen.

2. If there is an integration, you will see the following:

  1. Search for a patient using the Subject ID (usually called MRN) or the Subject Name (patient name)
  2. You can change group
  3. Change the Report Type (template)
  4. Select a second approver
  5. Add the patient details manually

3. Once you find a patient, you need to select a visit or disable it.

4. If there is no integration or you click 'Add Manually' you will see the following:

5. After you finish, you can click on "UPDATE" and the patient details will be placed in the template.

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