TCMASSIST

TCM Assist - How to create a patient?

How to create a patient?

Below is a step-by-step process for creating a patient, as well as an explanatory video.

Steps to follow

  1. Go to the “Patients” section.
  2. Click on the “Add patient” button, which will redirect you to a form in which you must fill in all the fields required to create a new patient.
  3. Click on the “Name” field and enter the name.
  4. Click on the “Surname” field and enter the surname.
  5. Click on the “E-mail” field and enter your e-mail address.
  6. Click on the “Phone” field and enter the phone number.
  7. Click on the “Country” drop-down menu and select the country.
  8. Click on the “Status” field and enter the status.
  9. Click on the “City” field and enter the city.
  10. Click on the “Postcode” field and enter the zip code.
  11. Click on the “Street” field and enter the address.
  12. Click on the “Relationship to” drop-down menu and select the relevant patient.
  13. Click on the “Gender” drop-down menu and select the gender.
  14. Click on the “Insurance” drop-down menu and select an insurance policy.
  15. Click on the “Therapist” drop-down menu and select a therapist.
  16. Click on the “Industry” drop-down menu and select an industry.
  17. Click on the “Birth” field to enter the date of birth, or click on the calendar in the “Birth” field and select the date.
  18. Optional: Click on the “Comments” field and write comments.
  19. Finally, click on the “Save” button.

:video_camera:Explanatory video

The video is subtitled in English by default. You can change this to the language of your choice in the video settings.