A patient represents an individual. A patient might be an active patient, inactive patient, or even a prospective patient.
How to Add a New Patient in Patient Studio
How to Add a New Patient in Patient Studio
Adding a new patient in Patient Studio is straightforward. Follow these steps:
Navigate to Add New Patient: Click Add New at the top of the screen, then select Add New Patient.
Complete the Required Fields: Enter the patient’s first name, last name, and date of birth. These fields are mandatory to proceed.
Add Contact Information: Include at least one piece of contact information, such as an email or phone number.
Save the Patient Record: Once the information is entered, save the record to complete the process.
This ensures the patient is added to the system, ready for further actions like scheduling or communication.
To see a step-by-step walkthrough of this process, watch the following video:
Adding Patients with Shared Email Addresses in Patient Studio
Adding Patients with Shared Email Addresses in Patient Studio
Patient Studio allows patients to share email addresses, a common scenario for families. Here’s how to manage it:
Enter Patient Information: Navigate to Add New Patient and complete the required fields (e.g., name, date of birth, and email address).
Handle Duplicate Emails: If the email address is already in use (e.g., for a spouse or child), the system will notify you.
Create a Family Link: Check the box to confirm, and the new patient will be linked to the existing record as part of the same family.
This setup ensures shared access to records via the portal.
To see a step-by-step walkthrough of this process, watch the following video: