We recommend adding new patients into your ChiroUp account from the appointment panel. This ensure that new patient intake surveys auto populate into the Request Info bar.
Here's how to add a patient:
1) Click New Appointment to open the appointment panel.
2) Click the + icon next to the patient field.
3) Enter the required patient information, click Create.
After clicking create, the patient will be saved and you can proceed with scheduling the new patient's appointment!
You will see that your New Patient Surveys (as selected in Survey Preferences) will populate into the Request Info bar. Upon Saving the appointment, these surveys will immediately send to the patient!
💡Pro-tips:
- We recommend sending the Patient demographics survey to all new patients so they can fill out their demographic information on their own!
- To find and access this or any patient’s record, use the Search Patients bar at the top of your screen or click the patient's name in their appointment panel. This is also where you will go to make any edits to the patient’s information.