Adding new patients takes a few quick steps. Both our video tutorial and step-by-step instructions are outlined below .
You may also add new patients in bulk. See our separate article Add Patients in a group or in bulk for those steps.
- First, click on the Patients link in the left navigation. This will display a list of patients that are setup for your organization.
- Next, 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. To make it east to upload a list of your patients, use the Add Patients in a group or in bulk article.
- For single patient creation, click on the +Add New Patient filed in the new patient drop down and the Add New Patient page will be displayed. Enter the required field for the patient.
- You can choose to send a Welcome email to the patient by checking the Notify Patient via Email checkbox or leaving it unchecked and notify the patient at a later time .
- Click on Create button to create a new patient where you will see the newly created patient on top of the patient list.
- Click on the newly created patient to see a detailed view of their profile. On 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