Most of the time, your patient data will sync with the system. However, you can add a patient to the system manually if necessary. To prevent accidentally duplicating a patient, you will first search for the patient name in the Patient Selection window.
- From the Select Patient tab, enter the patient's name in the Patient Selection box.
- Click the Search button.
NOTE: If the patient is already in the system, their name will display in the Patient Search Results box.
- Click the Add Patient button from the Patient Search Results box.
- Fill in your patient data in the Patient Details window. Patient First Name, Last Name, DOB, Gender, and Address Line 1, City and Zip are required fields. A patient Phone Number is not required but is extremely useful.
- Click the Save button.
- The new patient's name and demographic information displays in the top left-hand corner of the Pt Details tab.
Next Step: Assign a Pharmacy for the Patient