Adding a Patient

Select the Add Patient icon

Initial Setup Warning Screen

Note this screen will be displayed only on the first attempt to add a patient, if you have not run your inital 'Sync'.

Select each section and enter information. Note Name and DOB are required.

Be sure to select the Save button before returning to the Patient List.

To add a patient photo for this screen and the patient list tap on the "headshot" button.

The camera viewer will load and allow the user to take a photo, the headshot icon will be replaced with the patient photo. iPod users do not have this option.

Note at the bottom of the patient form an Add Encounter button allows the user to create an encounter for this patient.

Encounters are not required, but are recommended so that the user can search for patients by site and type of visit, thus creating daily lists of patients for either hospital rounds or clinic visits. Note the user needs to setup a list of practice sites prior to creating an encounter. See Search and Patient List for more information.