Managing Patient Information

Overview

The Patient Management feature allows users to update patient profiles, ensuring accurate and up-to-date records.

How to Add a New Patient (Pharmacist Directed)

1. From the Dashboard, select the Patients tab from the left-hand menu.
2. Select Add New Patient.
3. Complete the required fields in the patient information form. Fields marked with a red asterisk are mandatory.
4. Select Add New Patient to create and save the patient profile.

How to Invite a New Patient (Patient Directed)

1. From the Dashboard, select the Patients tab from the left-hand menu.
2. Select Invite Patient.
3. Select Email or SMS, enter the relevant information, then select Invite.

Instead of spending valuable time entering patient information manually, you can now send a secure link via email or SMS and let patients fill out their own demographic details at their convenience.

How to Edit an Existing Patient's Information

1. From the Dashboard, select the Patients tab from the left-hand menu.
2. Locate the patient using the search bar.
3. Once located, select Edit Patient.
4. Update the necessary fields, then select Update to save your changes.