Adding and Editing Patients
Creating a New Patient
Section titled “Creating a New Patient”- Click + Add Patient at the top of the Patients page
- Fill in the required fields:
| Field | Required | Notes |
|---|---|---|
| MRN | Yes | Must be unique — cannot be changed later |
| First Name | Yes | |
| Last Name | Yes | |
| Date of Birth | Yes | |
| Gender | Yes | Male or Female |
| Phone | No | |
| No | ||
| Address | No | |
| Insurance Provider | No |
- Click Create Patient
The patient will appear in the list and can be selected when creating orders.
Editing a Patient
Section titled “Editing a Patient”- Click on a patient to open their profile
- Click Edit (pencil icon)
- Update the fields you need
- Click Save
Permissions
Section titled “Permissions”- Create Patient permission is required to add new patients
- Edit Patient permission is required to modify existing records