Adding patients is a necessary step when using the FollowApp platform. Once a patient is added, you are able to create visits for them, and send them the appropriate communications.
Step by step guide
Navigate to the ‘Patients’ tab using the left navigation bar
Click on the icon in the top right corner to add a patient. This will open a pop-up on your screen.
You will be prompted to fill in information about the patient. The required fields are:
ExternalID – This is a unique identifier for the patient. We recommend using the patient’s chart number in your Patient Management Software. If that’s not possible, you can develop a naming system such as ‘Initials-DateOfBirth’. For example, a patient Joe Smith born 01/18/1965 could have ExternalID = ‘JS011865’
Email address OR mobile phone number
Center – this will be the name of the clinic this patient attends and will appear in a dropdown list
Then click ‘Save and Close’ if you do not want to add a visit now.