How do I edit/ add a patient?

Charlie Flynn -

There are three ways to add a new patient:

  • Create a new patient while creating a case
  • Add a new patient from the Patients section.
  • Import new patient(s) using SFTP

To add a new patient while creating a case, click "Create New Patient"

You can also navigate to Patients section and click the sign in the bottom right.

To import 1 or more patients from your EMR, please review our SFTP instructions.

 

To edit a patient that has already been created, navigate to Patients section and click "View Patient". Be sure to save after making changes to the patient record.

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