Skip to main content

Creating a Patient Profile

This guide will help you create patient profiles.

R
Written by Regina Arbolante
Updated over 2 months ago

Accessing the Patients Tab

  • Go to the Patients tab, and open the View page.

Creating a New Patient Profile

  • At the top right, you'll see a Add Patient button. Click on it to open the Patient Profile Form.

  • Complete the Patient Profile Form.

Personal Information

In the personal information section, provide the following details.

  1. Practice

    1. Select the practice from the list. Contact us if you can't find the correct practice in the list.

  2. Patient Name

  3. Gender of the Patient

  4. Date of Birth of the Patient

    1. You can input it manually or click on the calendar icon for a pop up calendar input.

  5. Address of the Patient

    1. Please provide a complete address.

    2. PO Box is not accepted.

    3. Please refrain from using abbreviations. Input the City completely. For the State, please use the State Code.

  6. Phone Number of the Patient

  7. Email of the Patient

  8. Account Number of the Patient

Insurance

  • In the insurance section, you can add active insurance of the Patient (Primary and Secondary). Click on the Add Insurance button to open the Insurance form. Please provide the following details.

  1. Payer

    1. Select the payer of the insurance from the list. Contact us if you can't find it on the list.

  2. Member ID of the Patient

  3. Priority (Select if Primary Insurance or Secondary Insurance)

  4. Plan Name

  5. Active (Toggle the button to mark insurance as active or inactive)

  6. Insurance Type (e.g. PPO, HMO, EPO, ...)

  • You can add a primary and secondary insurance using the same process. Once the form is completed, click on Verify Insurance Plan to initiate an initial verification process. The portal will show you more details and the status once done.

Submit to Save

  • Do not forget to Submit the form so it will be saved in the portal.

Did this answer your question?