New Patient Creation

New Patient Creation

Go to the Search section.

Then click on the + sign.

Patient Intake Form

Once you have clicked the + button the following screen will appear.

On the left-hand side of the screen (blue background) you will see different categories of data related to the patient. Click on the category names to switch views. The green vertical line will indicate which section you are in.

On the right-hand side of the screen (white background) you will find various patient data fields that change based on the category you have selected on the left.

Some information is required to enable a unique patient record. If that data is missing the system will let you know and prevent you from saving the new patient. Fill out as much information as you can and remember that you can always go back in and update missing information at a later date.

Patient Record Actions

At the top of the new patient screen are the following icons.

Hovering over the icons will give you the following descriptions:

• Options: See below. This section pops up on the right hand side of the screen.
• Save: Creates the new patient record assuming minimal information has been provided to create a unique patient identity.
• Update Patient Identity: (Not used in new patient creation)
• Care Team: See below. This section also pops up on the right hand side of the screen.
• Health Portal: See below. This section also pops up on the right hand side of the screen.
• Delete:

Options:

• First select the drop down box to pick what document you want to take action on.
• From there you can either print or import the file by clicking on the green icon buttons on the left hand side of the options section.
• Other options in blue will show their description as you hover over them.
  (View most recent note; Send referral; Request prescription refills; More options)

Care Team:

• Care team allows you to see and assign members to the patient's care team.

Health Portal:

• The Health Portal allows you to setup and document the patients' health portal choices.
• Once you have filled out this form and depending on the patients choices we will provide them with access to their own personal health portal. If the patient did not get the invite, please make sure their contact information is correct, then you have the option to resend the invite.

Patient Save

Once the required information is provided to create a unique patient record the system and you hit save the system will prompt you to ensure you have accurate information.