When you create a new patient, the system automatically creates a test referral with the required forms and can send the patient a portal invitation.
- Search for the patient in the top right corner, to ensure they do not already exist in the system
- Select Patient under Create New
- Complete the required fields
- After you enter a name, a list of possible duplicate patients may appear on the right
- Select a possible duplicate from the list to view their demographic details and confirm whether it is the same patient.
- Confirm if you want to send the patient an invitation to the patient portal by Email, SMS, or both
- The system sends the invite when you create the patient.
- If the patient is not a duplicate, select Create Patient