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POCA Point Admin

Patient Site



'New patients have several unique characteristics.' A patient is new if the new checkbox is checked on their profile page in your admin. Every patient created from either the admin or patient site is new.

  • New patients are only allowed to make one appointment
    • This is to prevent some stranger from 'hacking' your schedule with fake appointments.
  • New patients may only make double time appointments if you've checked that option in Global Settings.
  • A welcome message is sent only when a patient creates an account OR when an admin creates a single patient, not when importing patients.
  • You can now restrict new patients from making ANY appointments
Checking a patient into their appointment makes then NOT NEW automatically
Upon their first visit they are no longer new.

To change a patient's new-ness

  • From the patient's profile page in the admin
    • Un-check the "New" checkbox
    • Click "Update"
  • From the Patients Page list of patients
    • Click the Green Checkmark

Un-check the new box on the patient's profile page

Patients list has clickable checkmarks for new-ness

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Page last modified on August 26, 2016, at 10:48 AM