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POCA Point Admin

Patient Site

EHR

AddingPatients

Adding Patients

Patients may create their own account from the web.

POCA Point Admins can create patients one at a time with these forms on the Patients page and Appointments page.

  • They must have an email address or checking "No Email" will create a faux address for them.
  • They must also have a first and last name.
  • Phone numbers are optional.
  • The birthdate field can convert any format
  • The birthdate field is required, if you don't know it yet enter 'Yesterday' and the software will pick yesterday's dateā€”an obvious placeholder date

Importing Patients

Admins may import patients using the patient importer.

  • Go to Patients
  • Click on "Import Patients"
  • Prepare a CSV file for importing
  • Paying attention the the rules stated on the import page.
  • Break the import file into 500 lines or patients each.

The CSV fields are the following, in order:
First Name
Last Name
E-mail
password
Address
City
State
Zip Code
phone
work phone
cell phone
Signup Date
Birth Date
Patient Notes

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Page last modified on June 16, 2015, at 03:58 PM