How to Create a Patient Profile

  • Updated

Follow these steps to create a full Patient Profile from the Home page

Step 1

Hover over the Patient tab on the left hand side of the screen and select New Patient.

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Step 2

Enter in the patients information, then select Save.

*Important: Fields marked with a * are required to create a patient profile.

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Once the new patient has been created, you can access their profile in the Quick Lookup by using the search bar at the top of the homepage or inside the Patients tab.

 

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Or inside the Patients tab

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