Update Person / Address History Tab

Overview

The Update Person page provides details on the person (patient) selected.

It is comprised of 4 tabs:

The Address History tab is used to review the address history of a patient, guarantor, or subscriber.

How to Get Here?

Via Account:

From the Act: [ID] / Patient List tab:
From the Act: [ID] / Patient List tab, click the Patient List tab. Select a patient and click Update. The Update Person window opens. Click the Address History tab.

Via Case:

From the Case: [ID] / Patient, Guarantor & Insurance tab:

From the Case: [ID] / Patient, Guarantor & Insurance tab, click the in the Patient field. The Update Person page opens.
Click the Address History tab.

OR

From the Case: [ID] / Patient, Guarantor & Insurance tab, select an insurance in the Insurance table.
Click Update. The Update Insurance window opens.
Click the in the Subscriber Name field. The Update Person page opens.
Click the Address History tab.

Via Person

From the People page:
From the People page, select the person record to update. Click Update. The Update Person window opens with the Person Information tab displayed. Click the Address History tab.

Field Definitions

Field	Type	Required	Description

Field	Type	Required	Description
Current	Checkbox	No	Indicates whether the address is currently active. A checkmark is present on the current address. Only one address can be active at a time.
Returned	Display Only (pulled from accounts flagged for returned mail)	No	Indicates whether the account is flagged for returned mail. A checkmark is present if the account is flagged for returned mail. This box is unchecked if the account is not flagged for returned mail.
Address 1	Display Only (pulled from address entered on the Person Information* tab)*	Yes	Displays line 1 of the person's address.
Address 2	Display Only (pulled from address entered on the Person Information* tab)*	No	Displays line 2 of the person's address.
City	Display Only (pulled from address entered on the Person Information* tab)*	Yes	Displays the city the person's address is located in.
State	Display Only (pulled from address entered on the Person Information* tab)*	Yes	Displays the state the person's address is located in. If the address is international, this column is blank.
Zip Code	Display Only (pulled from address entered on the Person Information* tab)*	Yes	Displays the postal code recorded on the person.
Intl	Display Only (pulled from address entered on the Person Information* tab)*	No	Indicates whether the address is an international address. This box is unchecked if the address is not international.
Province	Display Only (pulled from address entered on the Person Information* tab)*	No	Displays the province the person's address is located in. This column only applies to international addresses and is blank otherwise.
Country	Display Only (pulled from address entered on the Person Information* tab)*	No	Displays the country the person's address is located in. This column only applies to international address and is blank otherwise.
Created by	Read-only (system-generated upon creation of the address)	Yes	Displays the person who created the person record.
Created	Read-only (system-generated upon creation of the address)	Yes	Displays the date the person record was created.
Updated By	Read-only (system-generated upon update of the address)	No	Displays the person who updated the person record.
Updated	Read-only (system-generated upon update of the address)	Yes	Displays the date the person record was updated.

Button Descriptions

Button	Shortcut Keys	Description	Step-By-Step Guides

Button	Shortcut Keys	Description	Step-By-Step Guides
Load Address	[Alt] + [L]	To change the current address to a previously used address.	Select a previously used address from the list of addresses to use as the current address. Click Load Address. The selected address becomes the currently active address in the address history.