Patient Profile Creation in Management Portal

Mass Import and Manual Creation of Patient Profiles

Mass Import Process 

1. Navigate to the ‘Patients’ tab
2. Select “Mass Import”
3. Download the provided template
4. Fill in required fields:
   • Patient Name
   • Date of Birth
   • Primary Insurance
   • Assigned Providers
   • Authorization Details (if available)
5. Upload the completed template
6. Confirm import details and submit 

Manual Patient Entry 

1. Navigate to the ‘Patients’ tab
2. Click “Add New”
3. Enter Required Information:
   • Full Name
   • Date of Birth
   • Parent/Guardian Contact Information
   • Diagnosis Information
   • Insurance Details
4. Click “Save”