Adding a patient profile in TherapyPM is the 1st step in setting up patient authorization or scheduling an appointment. 


How to Add a Patient?


Follow the steps below to create a patient profile:

  1. Plus Icon: Click the "+" icon on the Quick Icon Tray on the top screen. 
  2. Add Patient (A): A drop icon will suggest two options: Add Patient and Add Appointment. Click on Add Patient. 
  3. Add Patient Popup: When you click on the button "Add Patient", a pop-up will appear requesting a patient. Fill in the data and click on 'Save'. Note: The asterisk(*) mark denotes that the details are required.
    1. First name: Type the patient's first name.
    2. Last name: Type out the patient's last name.
    3. Date of birth (DOB): Select the date of birth from the calendar.
    4. Gender: Select the gender from the drop-down menu. 
    5. Place of Service (POS): Select the date of the birth from the drop-down menu. 
    6. Parent First Name: Enter the parent's first name (if applicable).
    7. Parent Last Name: Enter the parent's last name (if applicable).
    8. Email address: Type the patient's email address. You can provide a work email or a personal email. 
    9. Email Reminder Checkbox: Check the box for TherapyPM to send any reminders via email.
    10. Phone number: Type the patient's phone number. You can provide a work email or a personal email. 
    11. SMS Reminders: Check the box for TherapyPM to send any reminders via messages. Note: We do charge extra for this.
    12. Status: Select the status of the patient from the list.
    13. Insurance: Select the Insurance from the drop-down option.
    14. Additional Details: Click on the plus icon in the blue color (bottom right) to add more information.
    15. Additional Information: Write any information that is required in the box.
  4. Create & Continue: Once you have filled in all the data, click on "Create & Continue."