Patients
Adding, editing, and managing patient records and profiles.
By Krystle and 7 others8 authors38 articles
- Patient IDs
- Add a Patient
- Edit a Patient's Phone Number, Email, Address, or Date of Birth
- Emergency Contact
- Add a Social Security Number
- How to Set or Change a Patient Profile Photo
- Merge a Patient Record (Merge Duplicate)
- Unmerge a patient record (restore archived record)
- Delete (Archive) a Patient
- Add Notes and Flag Patient Files
- Assign or Change a Provider for a Patient
- Manage Patient Agreements
- Sample Patient Agreement
- ePHI Waivers & How to Manually Accept ePHI Waiver
- View Patient Contract Acceptance Details
- Send Request for Signature
- Check a Patient's Employment Status
- View Emails a Patient Has Received
- View Change History
- Uploading a Signed Agreement to a Patient Record
- Send EPHI Waiver to Patient
- How to Customize Your Memberships & Billing Patient Chart Layout
- Prospects (Beta)
- Accept ePHI Waiver in Patient Portal
- Patient Portal Authentication Overview
- Patient Perspective: Navigating the Patient Portal
- Provide Patients with Access to the Portal
- Patient Portal Shopping
- Add a Payment Source and Paying Invoices from the Patient's Perspective
- Patient Portal: Accessing Account Statements
- Patient Perspective: Add or update payment source in Patient Portal
- Click to Cancel: Membership Cancellation