How to Add a New Patient

You can add a new patient, and initiate the note, from your daily census or the main menu.

1. From your home screen, click the hamburger menu icon in the upper left hand corner. 

2. Choose Add Visit from the main menu to navigate to the Add a patient visit page.  

3.  Click the camera icon to use your phone's camera to take a picture of the patient's face sheet and add it to the chart. 

4.  If you click in the Patient Name* field, it will take you to the Patient Search page. 

5.  You can select a patient from the list, or enter a new patient by typing the name, set the date of birth and then select the gender and other demographic information

6. Click the check mark to confirm. 

7.   Verify the date of service and facility are correct, or change them by clicking in each field. 

8.  You can save as draft to keep the patient in your pending census and finish later, add to census or click Create Note to move to the encounter note.  If no note is needed you can click Bill Visit to move this encounter to your completed visits.

9.  Click on the dropdown arrow beside the Pre-Formatted Template to bring up the template menu, and select your note template.