Below is a step-by-step process for creating a patient, as well as an explanatory video.
Steps to follow
- Go to the “Patients” section.
- Click on the “Add patient” button and you will be redirected to a form in which you must fill in all the required fields to create a new patient.
- Click on the “First name” field and enter the first name.
- Click on the “Surname” field and enter the surname.
- Click in the “E-mail” field and enter your e-mail address.
- Click in the “Phone” field and enter your telephone number.
- Click on the “Country” drop-down menu and select your country.
- Click on the “State” field and enter the state.
- Click in the “City” field and enter the city.
- Click in the “Postcode” field and enter the zip code.
- Click in the “Street” field and enter the street address.
- Click on the “Related to” drop-down menu and select the relevant patient.
- Click on the “Gender” drop-down menu and select the gender.
- Click on the “Insurance” drop-down menu and select an insurance policy.
- Click on the “Therapist” drop-down menu and select a therapist.
- Click on the “Industry” drop-down menu and select an industry.
- Click on the “Birth” field to enter the date of birth, or click on the calendar in the “Birth” field and select the date.
- Optional: Click on the “Comments” field and enter comments.
- Finally, click on the “Save” button.
Explanatory video
The video is subtitled in English by default. You can change this to the language of your choice in the video settings.