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This document covers advancedmd_update_patient, the native AdvancedMD patient-update tool exposed through the Agents Platform.

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Authentication

AdvancedMD tools use the existing AdvancedMD connector (office_code, username, password). See advancedmd-find-patient.md for details.

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advancedmd_update_patient

Updates an existing patient’s demographics in AdvancedMD with the updatepatient API. This is a mutating tool. dry_run defaults to false: the tool applies the update. Set dry_run=true to only build and return the payload without writing anything. Only populated fields are sent; empty fields are left unchanged.

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Inputs

Required:
  • patient_id: AdvancedMD patient id to update.
  • At least one field to change.
Changeable fields (all optional, but at least one required):
  • sex: M, F, or U (male/female also accepted).
  • dob: ISO-8601 (YYYY-MM-DD); converted to MM/DD/YYYY internally.
  • email
  • phone: home phone; +1/+ prefixes are stripped.
  • address1, address2, city, state, zip
Optional:
  • dry_run: Defaults to false (the update is applied). Set true to preview only.

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Output

Dry run returns the fields that would change under changes with dry_run: true, updated: false. A real run returns:
advancedmd_not_connected indicates AdvancedMD is not connected; the agent should ask the user to connect and try again, or stop the task.

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Agent Instruction Guidance

Find the patient first with advancedmd_find_patient to confirm the correct patient_id. This tool applies the update by default (dry_run=false); when you want to verify the changes before committing, call it once with dry_run=true to preview, then call again without dry_run.