Once you have added a new patient in TherapyPM, navigate to the Patients module on the left side of your screen.
How to Manage Patient Info?
Under the Patients module, you will see a list of All Patients.
- Scroll down or use the search feature to find the preferred patient(s). It will redirect you to their Patient Info screen.
- Add/edit the required changes.
The Patient Info screen consists of the following information:
BASIC INFORMATION
- First Name: Enter the patient's first name.
- Middle Name: Enter the patient's middle name.
- Last Name: Enter the patient's last name.
- Date of Birth: Select the date of birth from the calendar.
- Gender: Choose the patient's gender from the provided drop-down.
- Relationship to Insured: Choose the patient's relationship regarding insurance from the drop-down menu.
- Parent First Name and Last Name: Enter the parent's name (if applicable).
- Address: Enter the patient's residency details. You'll have separate fields - Street, City, State, and Zip Code.
- Phone: Provide the patient's contact number and select the type (e.g., work, cell, home). You can also opt for notification via message.
- Email: Input the patient's email address and select its type (e.g., work, home). You can choose to send notifications via email.
- POS: Enter the service location from the drop-down - Main Office, Telehealth, and Home.
- Region: Specify the service region from the drop-down.
ABOUT PATIENT
- Race & Ethnicity Details: Choose the patient's race from the drop-down menu.
- Preferred Language: Select the patient's preferred language from the drop-down menu.
- Date First Seen: Enter the initial assessment date using the calendar.
- Assignment: Select Yes or No.
- Background Color: Choose a background color for the patient.
EMERGENCY CONTACT DETAILS
- Name: Enter the name of the patient's emergency contact.
- Relationship: Select their relationship with the patient.
- Phone: Enter their phone number.
- Email: Enter the email address of the emergency contact.
- Guarantor Information: Input the guarantor details for billing purposes. To fill in the details, you need to check the box that says "Is Guarantor Available?"
- Guarantor First name: Enter the guarantor's first name.
- Guarantor Last Name: Enter the guarantor's last name.
- Guarantor Date of Birth: Select the date of birth of the guarantor from the calendar.
- 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."
- Patient Notes: Include any relevant notes about the patient.
- Upload Signature: Upload the patient's signature for future paperwork. (optional)
- Save Patient: Save changes finally!