Pro Portal: How to Add a Patient

Step by step directions: how to add a new patient in the Pro Portal

• Navigate to the Sidebar: Click on Patients.
• Add a Patient
• Enter Patient Details, noting the following details in particular:
  • • Phone Number: This will be their login authentication for the Mobile app.
    • Display Name: This will be visible in the mobile app. We recommend using the patient's preferred first name as their display name.
  • • Phone number: This must be a cell phone capable of receiving text messages, as it will be used by the patient to download and log in to the mobile app.
    • The patient will automatically be assigned to the doctor who creates their profile. Clinic administrators have the option to reassign the patient to another team member as needed.

• Confirm Payment: Once payment is processed, the patient will receive login credentials for the mobile app via email and text message.