- 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:
- Search for a patient using the Subject ID (usually called MRN) or the Subject Name (patient name)
- You can change group
- Change the Report Type (template)
- Select a second approver
- 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.