---
title: "For health information managers: Reviewing and editing patient details"
slug: "lda-patient-details"
tags: ["LDA", "Legacy Data Archive", "Healthcare"]
updated: 2026-11-10T19:02:39Z
published: 2026-11-10T19:02:39Z
canonical: "docs.visualvault.com/lda-patient-details"
---

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

# For health information managers: Reviewing and editing patient details

### Reviewing Patient Details

The **Details** tab opens by default when you open a patient's record. It shows the patient's identifying, contact, and insurance information.

1. Review the patient header at the top of the record. It shows the patient's name, **Age**, **MRN**, **Gender**, and **Last visit**, and it stays visible on every tab.
2. Review the import status banner below the header. a. A green banner reads **Last import status: Success** and shows the date and time of the last import. b. An amber banner indicates the last import had errors. The record shows the most recent data that imported successfully.
3. Review the information cards on the **Details** tab.

| Card | Description |
| --- | --- |
| **Patient Info** | **Legal name**, **Date of birth**, **Gender**, **Phone**, **Email**, and **Address**. These values are refreshed from the patient's Master Patient Form record each time you open the record. |
| **Additional Patient IDs** | Identifiers for this patient in other systems. Shows **Not yet configured** when none have been added. |
| **Emergency Contact** | The patient's emergency contact. Entered manually; never overwritten by an import. |
| **Insurance** | The insurance provider, **Policy #**, **Group #**, and **Effective** date. A green **Coverage verified** badge appears when coverage was verified within the last 365 days; a red badge appears when the verification is older. No badge appears if coverage has never been verified. Entered manually; never overwritten by an import. |
| **Additional Fields** | Extra patient fields your administrator has chosen to display. Shows **No additional fields available.** when none are configured. |

![](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/2026-10-07 Healthcare_LDA_LDA-Patient Details.png?sv=2026-02-06&spr=https&st=2026-11-10T22%3A25%3A20Z&se=2026-11-10T23%3A25%3A20Z&sr=c&sp=r&sig=zh5HDU0a%2B5c3cqAxMkMD07Y4%2B0P%2FIPn0eORSqjUx7mw%3D)

---

### Editing Patient Details

You can update a card when the patient's information is missing or incorrect.

1. Click the edit icon in the upper-right corner of the card you want to change. An edit window opens with the card's current values filled in.
2. Update the fields you need to change.

#### **Edit Patient Info**

| Field | Description |
| --- | --- |
| **First name**, **Middle name**, **Last name** | The patient's legal name. |
| **MRN** | The patient's medical record number. Appears in the patient header. |
| **Date of birth** | Type the date or click the calendar icon to select it. |
| **Gender** | The patient's gender. |
| **Phone** | The patient's phone number. |
| **Email** | The patient's email address. |
| **System status** | The patient's system status. This value doesn't appear on the **Patient Info** card. |
| **Address line 1**, **Address line 2** | The patient's street address. |
| **City / State / ZIP** | The city, state, and ZIP code, entered in one field. |
| **Additional Patient IDs** | Identifiers for this patient in other systems. Click **+ Add ID** to add one. |

####
3. Click **Save** to apply your changes, or click **Cancel** to close the window without saving.

The system records each changed field as a **Field updated** entry on the **Event History** tab.

> [!NOTE]
> 🔍 **Troubleshooting Note:** If your change disappears, it is likely that the next data import replaced it. The change and the overwrite both appear on the **Event History** tab.

---

## Need help?

If you are unable to log in to or if you encounter an issue within the application, please submit a ticket in our [Support Portal](https://visualvault.freshdesk.com/).

## Related

- [Legacy Data Archive (LDA)](/legacy-data-archive.md)