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. 

  1. Scroll down or use the search feature to find the preferred patient(s). It will redirect you to their Patient Info screen.
  2. Add/edit the required changes. 


The Patient Info screen consists of the following information:


BASIC INFORMATION

  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 to Insured: Choose the patient's relationship regarding insurance from the drop-down menu. 
  7. Parent First Name and Last Name: Enter the parent's name (if applicable).
  8. Address: Enter the patient's residency details. You'll have separate fields - Street, City, State, and Zip Code.
  9. Phone: Provide the patient's contact number and select the type (e.g., work, cell, home). You can also opt for notification via message.
  10. Email: Input the patient's email address and select its type (e.g., work, home). You can choose to send notifications via email.
  11. POS: Enter the service location from the drop-down - Main Office, Telehealth, and Home. 
  12. Region: Specify the service region from the drop-down. 


ABOUT PATIENT

  1. Race & Ethnicity Details: Choose the patient's race from the drop-down menu.
  2. Preferred Language: Select the patient's preferred language from the drop-down menu.
  3. Date First Seen: Enter the initial assessment date using the calendar. 
  4. Assignment: Select Yes or No.
  5. Background Color: Choose a background color for the patient.


EMERGENCY CONTACT DETAILS

  1. Name: Enter the name of the patient's emergency contact.
  2. Relationship: Select their relationship with the patient.
  3. Phone: Enter their phone number.
  4. Email: Enter the email address of the emergency contact.
  5. 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?"
    1. Guarantor First name: Enter the guarantor's first name.
    2. Guarantor Last Name: Enter the guarantor's last name.
    3. Guarantor Date of Birth: Select the date of birth of the guarantor from the calendar.
    4. 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."
  6. Patient Notes: Include any relevant notes about the patient.
  7. Upload Signature: Upload the patient's signature for future paperwork. (optional)
  8. Save Patient: Save changes finally!