--- title: Editing the Patient Information Panel in Profile slug: portal-sub/editing-the-patient-information-panel-in-profile docTags: createdAt: 2026-03-04T12:03:18.844Z --- # Article Overview The following article is intended for System Administrators and Clinical users. It will explain the process of editing the Patient Information Panel. It will detail the following steps: - [Step 1: Navigate to the Object Inspector, the Control Palette, and the Working Palette windows.  ](docId\:FW2m8panTtkp-aUXZWAcu) - [Step 2: Alter fields in the Object Inspector, the Control Palette, and the Working Palette to Edit the Patient Information Panel](docId\:FW2m8panTtkp-aUXZWAcu) ## Edit/Alter the Patient Information Panel The Patient Information Panel efficiently displays the current patient’s demographic and provider information. The panel can be customized to meet the specific needs of your organization. It can be edited by completing the following steps: ### Step 1: Navigate to the Object Inspector, the Control Palette, and the Working Palette windows.   1. From the main menu, go to **Maintain/Templates/Forms**. This will open the **Forms Templates **window. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/RAzppTWOgPeITikPlr3ls_acpr0a3alz4nwhryjb4g4zrvaahqillrsg.png" size="100" isUploading="false" initialPath="assets/aCPR0a3alz4nWhRyJB4g4ZRVAaHQIllrsg.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/aCPR0a3alz4nWhRyJB4g4ZRVAaHQIllrsg.png" position="flex-start" showCaption="false" indent="2"} 2. In the **Forms Templates **window, left-click to select the **Reference** folder. Double-click the **Small Patient Information Panel **in the **Content Reference** area. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/33PFg6KNbNMZT49ZOTlOE_i6ysokv4u6s3h0fxrex3brufyveom4juoq.png" size="100" isUploading="false" initialPath="assets/i6YSokv4u6S3H0FXrex3bRuFyvEOm4JuoQ.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/i6YSokv4u6S3H0FXrex3bRuFyvEOm4JuoQ.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} This will open the **Reference\Small Patient Information Panel **window. ::: 3. Select the **Open form editor **button from the **Reference\Small Patient Information Panel **window's toolbar. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/hu7KQCBEoki7cWksK22Zw_eiadymc7wl6hyfwpd3uurujakhmqj7jafq.png" size="95" isUploading="false" initialPath="assets/Eiadymc7wl6HYFWPD3uuRUJAKhmqJ7jAfQ.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/Eiadymc7wl6HYFWPD3uuRUJAKhmqJ7jAfQ.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} This will open the **Object Inspector**, the **Control Palette**, and the Working Palette.| Window Name | Functionality | | ---------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Object Inspector | Used to modify graphic information on the form such as font, formatting, and graphic sizing. It also has the linking tool, 'Print Variables' to populate clinical information into designated fields.
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/lPCKs38X3ykTH9LCC1U_A_3yqmwkhj-dz6t-uvubi3pxaiixnly7pduw.png" size="42" isUploading="false" initialPath="assets/3yqMWKhJ-Dz6t-UvuBI3PXaIiXNlY7pDuw.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/3yqMWKhJ-Dz6t-UvuBI3PXaIiXNlY7pDuw.png" position="flex-start" showCaption="false"} | | Control Palette | Contains the tools necessary to create the objects to be placed in the form. Common tools included for labels, and for text or print variables.
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/JWyUUecIWOhVCgerc_G6D_lzrvcypboxf0ji2-rxexccbltucgutbhg.png" size="77" isUploading="false" initialPath="assets/L_zRVcYpBOxf0jI2-rxEXCCblTucgUtBHg.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/L_zRVcYpBOxf0jI2-rxEXCCblTucgUtBHg.png" position="flex-start" showCaption="false"} | | Working Palette | Consists of the form you are editing.
:inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/gE2kIx2OZbbUacbnM2WvU_vqm5m70k2atkcyrwjnunrzsw1x6ooyhnw.png" alt caption} | ::: ### Step 2: Alter Labels and Controls by Using the Object Inspector, the Control Palette, and the Working Palette Windows As an example, let's modify the **Usual Dr.** label to instead show it as the referring provider's name. 1. Left-click on the **Working Palette**, and place it under the existing **Patient Information Panel **in Profile. Adjust the Working Palette to reflect the actual size of the Patient Information Panel by placing the mouse curser at the right-hand border, holding the left mouse button down once you see the double-sided arrow and moving the mouse to the right to increase the size. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ZvGjM8iexNjntRDYfzaL-_hqg0efg-wtd9l2udatvfz3ra28e0ibtsgq.png" size="15" isUploading="false" initialPath="assets/hqg0eFg-WTd9L2uDaTVFZ3ra28e0ibTSgQ.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/hqg0eFg-WTd9L2uDaTVFZ3ra28e0ibTSgQ.png" position="flex-start" showCaption="false" indent="2"} 2. Click the label to be edited from the **Working Palette**. In this case, 'Usual Doctor'. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ipphcuZBSXkdkmAt1c3x1_m6xfxeenu23zb8b-xo9sfuiba-gn2fia.png" size="69" isUploading="false" initialPath="assets/_M6xFXEenU23ZB8b-Xo9SfUiba-gN2FI_A.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/_M6xFXEenU23ZB8b-Xo9SfUiba-gN2FI_A.png" position="flex-start" showCaption="false" indent="2"} 3. In the **Object Inspector**, left-click in the **Caption **field and enter the new label. In this case, the caption will be 'Referring Provider'. You will need to adjust the border of the new label by placing the mouse curser at the border, holding the left mouse button down once you see the double-sided arrow, and move the mouse to the right to increase the size. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/cQzXEe2w0jv0Y2gi3gpBZ_nnrdqctvum6a01doqz-vovtwoqz0wxrda.png" size="42" isUploading="false" initialPath="assets/nnrDqCTvUM6A01dOqZ-VOvTWoQZ0W_xRDA.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/nnrDqCTvUM6A01dOqZ-VOvTWoQZ0W_xRDA.png" position="flex-start" showCaption="false" indent="2"} 4. In the **Working Palette**, click the edit control to the right side of the 'Referring Provider' label and adjust the border to allow for longer names. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/gn1QobbAWWkY3n759O98h_zwml1ohe1ubdahodvmkrax1jtqy5z-u8fa.png" size="48" isUploading="false" initialPath="assets/ZWMl1Ohe1ubdAHodVmkRax1jTQy5z-u8fA.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/ZWMl1Ohe1ubdAHodVmkRax1jTQy5z-u8fA.png" position="flex-start" showCaption="false" indent="2"} 5. In the Object Inspector, left-click in the **Populate Value** field and left-click on the blue ellipsis box. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Sw1hfQWfjatzhMvADGaFg_xngs6in-gaqwk4znsxo2hzlndaizvemtvg.png" size="35" isUploading="false" initialPath="assets/XNgS6IN-GAqwK4ZnsXO2HzLNDaiZVEMTVg.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/XNgS6IN-GAqwK4ZnsXO2HzLNDaiZVEMTVg.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} This will open the **Populate Value Property **window for this field. Make sure the **Auto Populate** checkbox is checked. To change the print variable information, click on the blue ellipsis box in the **Print Variable **field. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/MZM_gtL-GqDg30WLryzf8_wlumn9laa7zdbwxxyjkqvas75eb-crix2q.png" size="47" isUploading="false" initialPath="assets/WlUMn9laA7ZDBwxxYJkQvaS75Eb-criX2Q.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/WlUMn9laA7ZDBwxxYJkQvaS75Eb-criX2Q.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} This will open the **Print Variables **window. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/0zIxrVjLBG-6q9QIdq5u__oogp1u8uev7udyfu2leybtfkq3qdywa08g.png" size="53" isUploading="false" initialPath="assets/Oogp1u8uEv7UDYfu2LeybTfkq3Qdywa08g.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/Oogp1u8uEv7UDYfu2LeybTfkq3Qdywa08g.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} Each object folder (for example 'Patient') shows the associated items. Some items are within sub folders.At the bottom of the **Print Variables** window, there is a toolbar. See the table below to understand what each button on the toolbar does.| Print Variables Window Toolbar Buttons | Function | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/BtvmVk0deK8hdJHkLCU2A_sqv35hlr1c3q3dgzjehbln45avurdbgaq.png" size="10" isUploading="false" initialPath="assets/sqv35HLr1c3Q3DGzje_hblN45aVuRdbGAQ.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/sqv35HLr1c3Q3DGzje_hblN45aVuRdbGAQ.png" position="flex-start" showCaption="false"} | Click to collapse the object folders. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/hgyPT-l5CTUSPYjwnZ7ZV_zxkl-mka5xujdw2jdo-oqx55cfjuzbrda.png" size="10" isUploading="false" initialPath="assets/zXkl-MkA5XUjDw2JDO_-Oqx55cFjuZbrDA.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/zXkl-MkA5XUjDw2JDO_-Oqx55cFjuZbrDA.png" position="flex-start" showCaption="false"} | Click to expand the object folders. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ySjiTmh8ylxe-eiZCnLBX_ske1jtvdmlg8dqmzxttxsoutijhchgsxna.png" size="10" isUploading="false" initialPath="assets/Ske1JTvDMLg8DQmZxTtXsoutIJhcHgsXNA.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/Ske1JTvDMLg8DQmZxTtXsoutIJhcHgsXNA.png" position="flex-start" showCaption="false"} | * A green nodes indicate if a print variable is currently used. * A grey nodes indicate if a print variable is not currently used. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/QHZkCY1HBinSYToL95t7B_bq9mvl9hbnmvplzc6okbs3kzdpzazbrhw.png" size="10" isUploading="false" initialPath="assets/bq9MVL9hBNmvplZC6_oKBs3kZdPzAZbRhw.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/bq9MVL9hBNmvplZC6_oKBs3kZdPzAZbRhw.png" position="flex-start" showCaption="false"} | Click to show used items. This list contains commonly used items (green nodes). See image below.
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/48NqvWRf0W4KW1R53zUOg_6dvmyvvkucpfh6voz9litsxcfmq2poroa.png" size="19" isUploading="false" initialPath="assets/6DvmYVVKUCpfh6voz_9LiTSXCfMQ2poROA.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/6DvmYVVKUCpfh6voz_9LiTSXCfMQ2poROA.png" position="flex-start" showCaption="false"} | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/KppduD-18Il82UtZxbR4x_nchalszi68eg-yfgaceooycwbsbdk-qeaa.png" size="10" isUploading="false" initialPath="assets/nchaLsZI68eG-yfGAceOOyCwBsBdk-QEaA.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/nchaLsZI68eG-yfGAceOOyCwBsBdk-QEaA.png" position="flex-start" showCaption="false"} | Click to show/hide the **Find** panel - this panel allows entry of search terms. | ::: 6. Select your desired print variable from the list. Some variables are inside a print variable folder, that can be expanded by clicking on the plus sign next to the print variable name. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/CGZK1Fmqfz0OXmZ0LuMEj_meid-jjrpoikzehhizh03i1omzfraeicg.png" size="53" isUploading="false" initialPath="assets/mEid-jJRP_OIkzehhizh03I1omzfRaEIcg.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/mEid-jJRP_OIkzehhizh03I1omzfRaEIcg.png" position="flex-start" showCaption="false" indent="2"} 7. Click **OK** to enter the print variable into the field. 8. Click **OK** in the **Populate Value Property** window. 9. Close the **Reference\Small Information Panel **window. This opens a prompt window to save the changes. Click **Yes**. to save the changes made to the form. 10. Log out of Profile and log back in to update the change(s). The edit of the Patient Information Panel is now complete.