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How to update patient details in the CMS

How to update the client contact details, NHS number, GP Surgery, Clinical record in the Case Management System (CMS)

Written by Sonja Gebhardt

Here you can update the following details of your patient:

  1. GP Surgery

  2. NHS number

  3. Clinical Record

  4. Client contact details

  5. Client demographics

  1. Open Client Cases Section

Click the Client cases tab to view all existing client records and manage their information effectively.

Open Client Cases Section

2. Choose Specific Client Record

Select the client named to open their case details for further actions.

Choose Specific Client Record

3. Access Client Account details

Click here to reveal additional options related to the selected client case for management purposes.

Access Client Options

4. View Complete Client Details

Click View all details to see comprehensive information about the client’s case and history.

View Complete Client Details

5. Enter Edit Mode

Click the Edit button to enable modifications to the client’s case information securely.

Enter Edit Mode

6. Update the detailsSelect Client Identifier

Click the in the box to access specific data fields for updating.

Select Client Identifier

7. Save Changes

Click Save to securely apply and store all updates made to the client’s case information.

Save Changes

You have successfully navigated through the Case Management System to locate and edit client case details, ensuring all changes are saved securely.

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