How to create a new client

How to create a patient file ?

Creating a folder should have these three elements:

  • First name
  • Name
  • Cellular

If these three elements are not registered, you will not be able to create a patient file.

Here are the steps to create a patient record:

  1. Click on Clients
  2. Click on the (+) at the top right
  3. Enter the three mandatory elements and optional information if necessary
  4. Click on Save Changes

If necessary, before clicking on the Save Changes button, you can click on the "Send an Health Summary / Document" button to fill your new patient file.

You will find the following sections:

  • Identification: Identify the patient using their first and last name and other relevant information.
  • General Information: General information to identify the patient such as date of birth, gender, etc.
    • Activate an important information alert for this patient: Enter relevant information to know for this patient. For example: if your patient has allergies to certain products, you can register it as an alert. Thus, when opening the file, you will see a notification in red at the very top of each tab of the patient file.
  • Address: Enter the patient's mailing address.
  • Related person: Add related person to contact other than the patient.
  • Emergency Contact: Add contact information other than the patient for any emergency.
  • Additional information: Add the referring doctor's information or any other relevant information to know for this patient.
  • Preferred Reminder Settings: Check appointment reminder preferences.
  • Select Points of service: Check the point of service where the patient's file should be located.
  • Select patient record tags: Check the tag(s) where the patient file should be located.
  • Referrals: Select patient reference.
  • Confidentiality: Select the users and/or groups who will have access to this patient record.
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