Creating and Accessing a New Patient

Start on the home page

 

STEP 1: Click on DASHBOARD 


STEP 2: Click on Menu 


STEP 3: Click on Users 


STEP 4: Click on CREATE PATIENT 


STEP 5: Select the applicable clinic for the patient 


STEP 6: Enter patient's first name 


STEP 7: Enter patient's last name 


STEP 8: Enter patient's username 


STEP 9: Enter patient's email address 
Note: this will default as the patient's password for login 


STEP 10: Select patient's gender 


STEP 11: Click on Date of Birth 


STEP 12: Select patient's date of birth using the popup window 


STEP 13: Enter patient's cell phone number 


STEP 14: Once you are to this point, the required information is completed. If desired, the optional boxes below can be completed.


STEP 15: Click on Save to complete the process 


STEP 16: Once completed, click on filter 


STEP 17: Search for patient's name 


STEP 18: Click on Filter to access search 


STEP 19: Once filtered, the desired patient will appear 

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