Go to the left side menu and select the “Manage Patients” icon.
Click on the “Add Account” button.
Fill in the required fields. The patient number could be a number from your clinic database.
Choose if the new patient will be an in-clinic or telehealth patient or both.
Click the default avatar to choose one for your new patient.
Once completed, click the Save button.
If Face Recognition is enabled for your clinic, the Add Identification Image button will appear. Click on it and follow the instructions to save the patient’s image.
If you choose the new patient to be a telehealth patient, enable the relevant option and click Save. Then, the Send Invite Email button appears to lead your patient to create a username.
Once you click on the button, a pop-up will appear to fill in the email address.
Your patient will receive an invite email.
The patient should click on the invite link and fill in the required fields to complete the registration as a telehealth patient.
