This guide will walk you through the process of quickly adding a patient within the scheduling workflow. This method allows you to create a patient profile without leaving the scheduling flow, thus streamlining your workflow.
Adding a Patient
When creating an appointment, there are two methods to quickly add a patient:
Method 1: Quick Add Button
Locate the name search field.
Click the “Quick Add” button on the right side of the field.
Follow the prompts to create a new patient profile.
Method 2: Add as New Patient Option
Search for the patient's name in the search field.
Select the “Add as new patient” option.
Note: This option will appear even if a matching patient is found, as patients can share the same names.
Required Information
Fields marked with an asterisk (*) are required.
Ensure you have the following information:
First and Last Name
Date of Birth
Phone Number
Additional fields can be filled out, including the option to “Find/Create” a matching NOAH patient (set active by default), but if you're in a hurry, you can complete only the required fields and update the patient profile later.
Saving the Patient Profile
After filling in all required fields, click “Save.”
Proceed with creating the appointment.
This guide covered how to quickly add patients from the scheduling workflow to maintain efficiency. For further assistance, feel free to reach out to our help desk.