Adding a Patient – With EMR Integration

If you have To add a patient to your panel:

  1. Click the “Settings” icon in the upper right hand corner of the Dashboard; you’ll see your patient list in the settings menu.
  2. Select the green “Add New” button in the top right of the patient list, or select “Add Patient” from the lefthand menu.
  3. You’ll see a search box, which will allow you to search for the patient by name (“Last, First”) and select them.
  4. Fill in any additional fields in the Add Patient screen.
  5. If you’d like Hale to invite the patient automatically, enter their email address and check the ‘Send Invite’ box. Please note: Sending an invite to a patient automatically grants access to connect with you through Hale.
  6. Click “Add Patient” to save the new entry.
  7. The patient can now sign up directly through the Hale Health app, and will be automatically connected to you.

A Welcome Message is automatically sent to the patient when you add them. You’ll see this ‘Welcome’ case listed in patient’s Case View.

Adding a Patient – Without EMR Integration

To add a patient to your panel:

  1. Click the “Settings” icon in the upper right hand corner of the Dashboard; you’ll see your patient list in the settings menu.
  2. Select the green “Add New” button in the top right of the patient list, or select “Add Patient” from the lefthand menu.
  3. Fill in the required fields: name, primary provider, DOB, SSN and phone number.If you’d like Hale to invite the patient automatically, enter their email address and check the ‘Send Invite’ box. Please note: Sending an invite to a patient automatically grants access to connect with you through Hale.
  4. Click “Add Patient” to save the new entry.
  5. The patient can now sign up directly through the Hale Health app, and will be automatically connected to you.

A Welcome message is automatically sent to the patient when you add them. You’ll see this ‘Welcome’ case listed in patient’s Case View.

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