> ## Documentation Index
> Fetch the complete documentation index at: https://docs.athelas.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Find and Edit a Patient's Profile

> Locate a patient's profile, edit their contact and mailing info, and navigate the profile tabs.

##### ⚠️ Important Note

**Only a patient's contact and mailing information can be updated in Insights.** To edit basic identifying information like name or date of birth, update it in your EHR (or contact [support@getathelas.com](mailto:support@getathelas.com)); those changes appear in Insights within 24 hours.

### How to Find a Patient's Profile

#### The Speedy Way

From any page in Insights, use **Universal Search**: click the 🔍 icon in the header, or press **Cmd + K** (Mac) / **Ctrl + K** (PC). Start typing the patient's name and select their **Patient Profile** link.

<Tip>
  ✨**Smart Tip:** Universal Search can find more than patients — appointments, payment plans, claims, and more. Use it often.
</Tip>

#### The Classic Way

Open the [Patient Responsibility](https://insights.athelas.com/v2/patient-responsibility) page, search the **Patient View** (search by DOB, phone #, or name), and click the patient's name to open their profile.

### Editing Patient Profile Information

To change the patient's email, phone number, or statement mailing address, click **Update Patient** and edit the fields, then save. (As noted above, name and home address are edited in your EHR.) The profile header updates with the new information.

The profile header also gives you quick actions to:

* **Cards on File** — [add or update the patient's saved credit cards](/insights_front_desk/patient_responsibility/manage_credit_cards)
* Write a **patient note**
* **Download the patient's mail statement** ([print a statement](/insights_front_desk/patient_statements/print_patient_statements))
* **Send a portal invite** to the patient
* **Open the EHR Patient Profile** (where available)

### Tabs

Beneath the header you'll find these tabs:

**Charges** — all of the patient's charges, ordered by latest date of service. Related guides:

* 🖨️ [Print a Patient Statement](/insights_front_desk/patient_statements/print_patient_statements)
* 📬 [Send a One-off Paper Statement](/insights_front_desk/patient_statements/send_one_off_paper_statements)
* 📧 [Send an Email Statement](/insights_front_desk/patient_statements/send_email_statements)
* 🏓 [Set Up Miscellaneous Line Item Charges](/insights_front_desk/patient_responsibility/how_to_set_up_miscellaneous_line_item_charges)
* ↩️ [Refund a Payment](/insights_front_desk/patient_responsibility/how_to_refund_a_payment)
* ❌ [Cancel Patient Responsibility](/insights_front_desk/patient_responsibility/how_to_cancel_pr)
* 📝 [Write Off Patient Responsibility](/insights_front_desk/patient_responsibility/how_to_write_off_pr)
* 👪 [Take Payment for Multiple Family Members](/insights_front_desk/patient_responsibility/how_to_take_payment_for_families)
* 📲 [Request Payment by Text or Email](/insights_front_desk/patient_responsibility/how_to_request_via_text_or_email)

**Credits** — view and manage patient credits. See [Record Payments Taken in an External System](/insights_front_desk/patient_responsibility/how_to_record_payments).

**Transaction History** — all transactions in chronological order; click a transaction to find receipts or make refunds.

**Eligibility** — full eligibility details, with raw EDI info under **See More Details**. See [how to run eligibility checks](/insights_front_desk/appointments/how_to_run_an_eligibility_check).

**Touchpoints** — automated PR collection texts and emails and their delivery status. Configure them in [PR Settings](/insights_front_desk/patient_responsibility/pr_settings).

**Claims** — all of the patient's claims (functionally the same as filtering the [Claim Details page](/insights_biller/claim_details/claim_details_page) by this patient).

**Prior Authorization** — view, create, and edit prior authorizations.

**Documents** — store a patient's documents (insurance card, intake information, driver's license, and more).

### FAQ

<Accordion title="Why can't I edit the patient's name or date of birth here?">
  Basic identifying information is managed in your EHR. Update it there and it appears in Insights within about 24 hours, or contact [support@getathelas.com](mailto:support@getathelas.com).
</Accordion>

<Accordion title="What's the fastest way to open a profile?">
  Press **Cmd + K** (Mac) or **Ctrl + K** (PC) to open Universal Search, type the patient's name, and select their profile.
</Accordion>