Create Patient Accounts

Choose "Patients" from the choices on the left column, then click on "+Create New Patient".

Fill in the Patient Information completely on the pop-up and click "Next".

Fill in the Contact Information completely on the pop-up and click "Next".

Fill in Insurances completely on the pop-up and click "Save Insurance". Add as needed and click "Save" when done.

You can now view, edit, or delete patients.

Patient Summary
The Patient summary will look like the graphic below. You can edit this anytime, especially when you need to update insurance information.
 

Note: Bulk Import and Export to Excel by clicking on the buttons.

End of section.

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