Patients

• 1From Dashboard, go to Patients
• 2Click Patient name to open patient chart
• 3Click Documents
• 4Click Choose File (or drag & drop)
• +2 more steps

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• 1From Dashboard, go to Patients
• 2Search for Patient
• 3Click Patient name to go to Patient File
• 4From the top center, click the "+" next to Encounters
• +3 more steps

Read Guide →

• 1From Dashboard, go to Patients
• 2Click + Add New Patient on the top right
• 3Fill out first and last name, DOB, and Gender
• 4Click the "Insurances" Tab
• +2 more steps

Read Guide →