Patients

Adding patients, inviting them to the portal, statuses, tags and insurance.

9 articles

Adding a patientCreate a patient from the Patients list, decide whether to send a portal invitation, and complete the patient record from Details & Settings.6 min read

Inviting patients with setup links and QR codesShare patient-specific setup access and understand what patients see when they accept an invitation, open an expired link, or use the Welcome page.9 min read

Patient statuses and tagsUse this reference to understand patient status badges, patient tags, visit tags, and the filters that use them.6 min read

Patient insurance and card scanningAdd, edit, scan and remove insurance from a patient record. Owners and admins can also require insurance during patient intake from Insurance settings.8 min read

Finding and merging duplicate patientsReview possible duplicate patient records from Patients, choose the record to keep, merge duplicate groups, or mark matches as not duplicates.6 min read

Archiving, restoring and exporting patient dataArchive a patient record when it should no longer be active, restore an archived patient when you have the right role, and export patient data from the patient chart.6 min read

What patients see in the portalUnderstand the patient-facing portal and public Welcome page so your team can answer questions about visits, forms, records, shared files, care plans, messaging and payments.13 min read

Guardian and dependent profiles in the patient portalAccept a guardian invitation, switch between your own patient portal profile and a dependent's profile, and manage the dependent's profile, memberships, payment method and insurance when access allows.4 min read

Setting up patient intake requirementsChoose which patient profile details must be completed before setup is finished, and optionally require insurance details or a card on file. Use these settings to require more information before patients finish setup and, for profile details, before they book online.4 min read

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