Adding new patients to your organization is simple! Watch our video tutorial below or use the instructions below to help you get started.
Instructions
- First, click on the Patients link in the left navigation. This will display a list of patients that are setup for your organization.
- Second, on the top right side of the list click on the +New Patient button to add new patients
- You can choose to create a single patient or upload a CSV file with a list of your patients. For uploading a list, use the Adding patients by group and in bulk article to assist you
- For single patient creation, click on the +Add New Patient tab in the new patient dropdown and enter your patient's information
- Enter the required field for the patient
- Check the Notify Patient via Email option to receive a welcome email with instructions on how to set up their account or leave it unchecked and notify the patient at a later time
- Click on Create button to create a new patient and you will see the newly created patient on top of the patient list. The patient will also receive a welcome email with instructions on how to set up their account if the option was selected
- Click on the newly created patient to see details to make changes. From this screen you can:
- Edit patient information
- Reset their password
- Enable or Disable their account
- Resend activation email
- View patient profile
- Create a new test order
- View patient’s order history
- View patient’s Health questions
- View patient’s test results
- Take notes related to the patient
- See the status of sample collection kits associated with the patient