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Adding a New Patient

To add a new patient, navigate to the Patients tab and click New Patient. Hero Dark

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Enter Patient’s Basic Information

First, enter the patient’s required personal information:
  • First and Last Name
  • Date of Birth
  • Assign to a branch location

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Enter Patient’s Insurance Information

For both primary and secondary (optional) insurance:
  • Select insurance carrier
  • Enter Member ID
  • Add Group Number (if applicable)

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Editing Patient Information

All patient information can be updated at any time through the patient profile by clicking the Edit Patient Information button.
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