This article outlines how to add patients to your clinic portal directly through the EngagedMD platform.
Steps:
1. Click "Create" to start a new patient record.
2. Enter Required Information:
- Patient ID (or MRN)
- Full Name
- Date of Birth
- Email Address
Optional: You can also add phone number, personal ID, and doctor. Adding a doctor helps pre-populate this info later.
Notes:
- Patients will receive a link to access their EngagedMD account once they have been assigned a task to complete.
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