Add Your First Patient
Create a patient record with demographics, contacts, and authorizations.
Create the patient record
Go to Patients → New Patient. Fill in the required fields: first name, last name, date of birth, Medicaid ID, and primary address. Click Save.
Add emergency contacts
On the patient detail page, go to the Contacts tab. Click Add Contact and enter the contact's name, relationship, and phone number. You can optionally invite a family contact to the Patient Portal.
Create a service authorization
Go to the Authorizations tab on the patient detail page. Click New Authorization. Enter the procedure code (e.g. H2015), authorized units, start and end dates, and the authorizing MCO or payer. Click Save.
Upload documents
Go to the Documents tab to upload the patient's care plan, physician orders, or signed consents. Supported file types include PDF, JPG, and PNG up to 20MB.
Related guides
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