Patient
Add Patients
How do I import a list of Patients?
To import a list of Patients, click USERS, and then click the PATIENTS tab. At the button of the page, you will see blue text that reads "Download .xlsx Template" and "Download .csv Template." Choose any template by clicking the link and saving the ...
How do I schedule an appointment?
There are two ways to schedule an appointment: APPOINTMENTS Calendar Click the APPOINTMENTS link on the top of the page. Click Schedule Appointment or click on the Date of your appointment Enter the Date, Time, Duration Add Participants you must have ...
How Do I View / Edit Patient Notes?
To view or edit a Patient's notes, click USERS, then click the PATIENTS tab. Find the Patient whose notes you wish to view or edit, then click OPTIONS > Edit Notes. A window with appear with the Patient's notes. Once you are finished reviewing the ...
How do I edit a Patient?
To edit a Patient's details, click USERS, then click the PATIENTS tab. Find the Patient that you wish to edit, then click OPTIONS > Edit Patient. After clicking edit patient, a window will appear with the Patient's details. Make the desired changes ...
How do I create a Patient?
To create a patient: Click USERS Then, click the Patients tab Click CREATE PATIENT A small window will appear where you can enter the Patient's information (DOB is optional). In this window, you can also upload a photo of the Patient. Click the ...