Pro Portal: How to Add a Patient (Patient Billing)

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

1. Navigate to the Sidebar: Click on Patients.
2. Add a Patient: Click Add a Patient.
3. Enter Patient Details:
   • Phone Number: This will be their login authentication for the Mobile app.
   • Display Name: This will be used in the Mobile App.
4. Click Continue.
5. Choose the Patient License Amount.
6. Select Continue.
7. Enter Patient Billing Information.
8. Process Payment: Once payment is processed, the patient will receive login credentials for the Mobile App.