Adding a New Patient

Adding a new patient is straightforward, but it depends on your clinic’s setup. If your clinic has EngagedMD integrated into the EMR, then patients will be added automatically. If your clinic does not have an integration, patients can be added by following the steps below. 

Important - Account activation links that are automatically emailed to patients after account creation are only valid for seven days. After this, the staff can choose to Resend activation email to provide the patient with a new link.

Add a Patient

1. Click the “Add Patient” button to create a new patient record

You should add a new patient to the system as soon as you believe the patient is a candidate for treatment – the earlier the educational process starts, the more benefits patients and medical teams will see!

2. Add required information

Required fields

• Patient ID (or MRN)
• Full Name
• Email Address

Should you choose, you also have the option to include the patient's phone number, DOB, or personal ID. Finally, if your clinic utilizes the EngagedMD location feature, you will also be prompted to enter the location site.

Optional fields

• Phone Number
• Birthdate
• Personal ID
• Doctor

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