Add a Patient

1. Open the "Add a Patient" Dialogue Box

In the bottom right-hand corner of the start screen, click the blue "Add Patient" button.

2. Click the "New Patient" Button

a. Click the "New Patient" Button to begin adding a new patient.
b. Fill out at least the following items: Office, Provider, First Name, Last Name, Date of Birth, Sex, and Zip Code. For compliance purposes, we also recommend filling out "Ethnicity" whenever possible.

3. Click the "Save Patient" Button

c. When finished putting in data for that patient, click "Save Patient."

d. If there are no more patients to be entered at this time, close the "Add Patient" interface.

e. To open your new patient's chart, search for the patient using the search box in the bottom left-hand corner of the Start Screen.

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