How to Set Up and Use the Quick Patient Creation

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The Quick Patient Creation option allows you to create a basic profile to get started then go back and complete the full details at a later date or allow the patient to log into the Patient Portal and complete their patient portal profile online which populates the information to their profile. This article will show you How to Set up and Use the Quick Patient Creation

 

 

Quick Patient Creation Settings 

  1. Go to Settings
  2. Under System & Company Settings, select General 
  3. Select Patients 
  4. Go Quick Patient Creation 

 

 

  1. Select Yes for each item you would like to show or make mandatory by selecting 

    • Enabled: This field will appear when using Quick Patient Creation, but is is optional 

    • Required: This field will appear when using Quick Patient Creation and the patient cannot be created without this field being completed 

 

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  1. Click Save 

     

Using Quick Patient Creation 

  1. From the appointment window, search for the Patient 

  2. If they do not have a profile, click the down arrow 

     

 

  1. Select New 

 

 

  1. Enter any required and relevant fields 

  2. Click Save 

 

 

 

Note Referral Fields are populated from Settings, Referral Types you have added in. If you have set this field to 'Mandatory' it also sets the Patient General Page Referral Field to Mandatory.

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