Manually Adding Patients
The Patients tab refer to the list of active patients the clinic currently has. Users can Create, Read, Update, and Delete a patient profile, search a patient record by name or by tag, view and print a medical record, and be able to upload a bulk list of patients.
You can watch the video or follow the steps below:
To add a patient directly to the system:
Go to Patients.
Click the + button.
Input the new patient’s details.
To search the patient’s list by patient tags:
Clicking on the search field
Specifying the tag.
To import a bulk list of patients:
Click the import icon.
Download the Excel file template and fill out the necessary details.
Upload it back to the system and then the name of the patients will automatically be integrated.
You can watch the video or follow the steps below:
Video
Steps in Adding Patients
To add a patient directly to the system:
Go to Patients.
Click the + button.
Input the new patient’s details.
To search the patient’s list by patient tags:
Clicking on the search field
Specifying the tag.
To import a bulk list of patients:
Click the import icon.
Download the Excel file template and fill out the necessary details.
Upload it back to the system and then the name of the patients will automatically be integrated.
Updated on: 07/22/2021
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