Creating and editing a patient

Patient records are created from the dashboard Patients page. Required fields are full legal name and date of birth; everything else can be filled in later.

Required vs. optional fields

Field	Required?	Notes
Full legal name	Yes	Used in the share-link summary and visit PDFs.
Date of birth	Yes	Used for age-based reminders.
Sex	Yes	Used for screening reminders.
Email	No	Only used if you send a share link to the patient.
Phone	No	Free-form; used by the clinic, not by SkinMD.
Notes	No	Free-form; visible to clinicians in your clinic.

Editing a patient

Open the patient from the Patients page, then click Edit in the patient header. Edits are saved through the updatePatientAction server action. The previous values are not preserved — if you need to correct an error, type the new value and save.

SkinMD does not currently store patient name change history. If you need a paper trail, note the correction in the patient’s next encounter.