Searching a Patient

• Select the "Search" option on the left hand side
• Enter the first name and last name of the patient. 
• Press Enter on your keyboard

Adding a Patient

While searching for a patient - if you can't find them, select the "Add New" button

• Complete the form with all applicable information for the patient – contact information, address, physician details, and important account notes
• When finished, click either “Save & Open Patient” or “Save Patient”
• TIP: Be sure to fill out the patient Legal First Name, Legal Last Name, Date of Birth and Gender to avoid duplicate patient profiles.

Note: Please ensure you have the correct Date of Birth and Phone number formatting as indicated on the form