Patient Card Details > Patient Details

The Details tab provides a complete view of the patient’s information, referral source, insurance details, urgency level, and clinical data. From this screen, you can review all submitted information in a structured layout.

To make any changes, simply click the Edit button at the top right, which allows you to update patient or referral details. If no insurance is currently associated with the referral, you can quickly add one by selecting the Add Insurance button within the Insurance Information section.

Note
The "Details" tab is selected by default in the navigation bar when opening a referral card, so you can quickly access patient information without extra clicks.