Table Of Content
Chapter 1. Adding Patients
First Name, Last Name, Email or Phone or Patient # are the only required fields when you add a new patient; however, if you enter the patient’s e-mail address, you will have the option to email them a pre-assessment questionnaire (see Step 1 above) in advance of your appointment. When a patient completes a pre-assessment questionnaire, a number of Connect and Coach fields are automatically populated in the initial assessment form as well as in the overall with the information the patient provides. Consult the Initiating a Pre-Assessment Questionnaire topic for further instructions.
If you entered an e-mail address for the patient, a Please Confirm screen will open after you click Create a New Patient. To confirm that you want to send a welcome e-mail, click Yes, Send Welcome Email.
If the patient does not have e-mail and cannot complete a pre-assessment questionnaire, you should enter as much information as possible when adding a patient.