Support

Quickstart

Add Patients


  • Patients can sign up on their own using a sign up link (usually provided by their organization during onboarding)

  • If patients sign up with a paper consent form, they can be added to the system using the Add Patient method described below

  • If patients show up for services without previously signing up, this method also be used to quickly add their information.


How to add a patient

  1. Navigate to the Patients page
  2. Click the Add button
  3. Select the organization to associate the patient with
  4. Enter the patient demographic information
  5. Enter the patient contact information
  6. Upload the patient testing consent
  7. Review and confirm the patient information is correct

Once complete, the patient will be visible in the patients table

Account Emails

If the email address provided for this patient is already in use by another patient account, the new patient's profile will be associated with the existing patient account. This means that the account holder will be able to see the data for both patients when logged into the patient portal.


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