How to Add and Edit New Patient

Once the article is complete-add table of contents here.

• Getting Started
• Add New Patient
• Patient Insurance
• How to Edit Existing Patient

This guide walks you through the process of adding a new patient to the system and editing existing patient records to keep all information accurate and up to date.

Getting started

• Go to Practice Settings on the left-hand side
• Select Patient Admin.

Example View

Example View

Add New Patient

• To add a new patient, press the purple New button.
• Fill in the patient details:
  • *Required Fields:
    • First Name
    • Last Name
  • Optional Fields:
    • MRN ( helps prevent duplicate patient records)
    • Address
    • Gender
    • Height (in)
    • Weight (lbs)
  • Press Continue to Patient Insurance.

Example View

Patient Insurance

• Complete the patient insurance information
  • *Required Fields:
    • Insurance company (If the insurance company you’re looking for is not an option, select Contact Samacare Support)
    • Member ID
    • Insurance Type (Commercial, Medicare, Medicaid, Other)
  • Optional Fields:
    • Group Number ( although not required, this is very helpful if we need to perform a status check)
    • Relationship to subscriber
  • Once complete select Save.

Example View

How to Edit an Existing Patient

• Under Patient Admin, locate the patient you would like to edit.( You can search via search bar at the top of the screen)
• Press the pencil icon on the right-hand side.
• Edit all the necessary information.
• Select Save.

Example View

We're here to guide you through your prior authorization quest!