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.
B. A pop-up will appear once you click on 'Create Patient', requesting the patient details. Fill in the data and click on 'save'. The asterisk(*) mark denotes that the details are required.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.
1. First Name: Enter the patient's first name.
2. Middle Name: Enter the patient's middle name.
3. Last Name: Enter the patient's last name.
4. Date Of Birth: Select the date of birth from the calendar.
5. Gender: Choose the patient's gender from the provided drop-down.
6. Relationship: Select the patient's relationship for insurance purposes from the drop-down list.
7. Parent First Name: Enter the parent's first name.
8. Parent Last Name: Enter the parent's first name.
9. Address: Enter the patient's residency details. You'll have separate fields for street, city, state, and zip code.
10. Phone: Provide the patient's contact number and select the type (e.g., work, cell). You can also opt for notification via message.
11. Email: Input the patient's email address and select its type (e.g., work, cell). You can choose to send notifications via email.
12. Default POS: Specify the default service location.
13. Region: Specify the service region.
14. Race & Ethnicity: Choose the patient's race from the drop-down menu.
15. Preferred Language: Select the patient's preferred language from the drop-down menu. (Fig. 2 on 3 pg. of add patient)
16. First Date Seen: Input the date of the initial assessment.
17. Assignment: Select an option from the drop down option.
18. Default Provider: Add the default service provider's name.
19. Guarantor Information: Input the guarantor details for billing purposes. To fill in the details, you need to check the box which says "Is Guarantor Available?"
20. Guarantor First name: Enter the guarantor's first name.
21. Guarantor Last Name: Enter the guarantor's last name.
22. Guarantor Date of Birth: Select the date of birth of the guarantor from the calendar.
23. Guarantor Address: Input the guarantor's address. If the patient and the guarantor share the same address, check the box that says "Same as Patient Address."
24. Insurance: Select the payor from the drop-down menu.
25. Member ID: Input the Member ID
26. Patient Notes: Include any relevant notes about the patient.
27. Additional Information: Add any additional information.
28. Upload Patient Signature: Optionally, upload the patient's signature for future paperwork convenience.
+ Advanced Options: Click on this icon to add the following information.
29. Physician Type: Choose the appropriate physician type from the drop-down, aligned with the treatment.
30. Referred by: Select the referring physician or doctor who directed the patient to the facility for service.
31. Diagnosis: Add diagnosis.
Once you have added all the relevant details, click on the "Save Patient" box.
