This article explains how you can create and edit a patient.
How to create a Patient:
A. Click the plus icon on the right side of your screen and click on 'Create Patient'.
A patient can be added from the dashboard, appointment tab, staff tab, billing tab, etc by clicking on the plus icon on the right side of your screen.
First name: Type the patient's first name.
Last name: Type out the patient's last name.
Date of birth (DOB): Select the date of birth.
Gender: Select the gender.
Place of service (POS): Select the date of the birth.
Parent First Name: Type the parent's first name.
Parent Last Name: Type the parent's last name.
Email address: Type the email address of the client. You can provide a work email or a personal email. Check the box "Email Reminders" if you would like TherapyPMS to send any reminders via email.
Phone number: Type the phone number of the client. You can provide a work email or a personal email. Check the box "SMS Reminders" if you would like TherapyPMS to send any reminders via messages. We do charge additionally for this.
Status: Choose the status from the drop-down option.
Insurance: Select the insurance of the patient from the drop-down menu.
Additional Information: Click on the plus icon to add more information. This will appear in the Patient Notes in the Patient Info screen. If you do not want to add any information, click on the dash icon.
Create: Once you have filled in all the data, click on "Create & Continue."
You can send a portal invitation to the client by toggling on, on the 'Portal Invitation'icon.
After successfully creating a patient, the system will ask you if you would like to proceed to the patient profile by clicking on Proceed. Alternatively, you can also navigate to the Patient module located on the left side of your screen. Access the patient tab, which can be found as the fourth tab within the dashboard navigation.
Scroll down or use the search feature to find the patient and click on their name. This will take you to the patient overview, where you can add more details. Any information you've already entered will be there. You can add or make any changes that you need to.