User Type this applies to:
- Click Manage Patients
- Click Add Patient
- Enter patient’s first name, last name and email address
- Keep Activate Patient Portal checked. This will ensure that the client receives an email inviting them to access their patient portal and complete registration. To witness the client experience, watch this video
If you only plan to see a patient in-person and don’t want to have any online interactions with them or have them receive session reminders, Uncheck the Activate Patient Portal option.
By entering the client’s first and last name, they will be added to the portal as a patient but will not receive an email to complete registration. You will not be able to contact this patient through VisuWell, send them session reminders, or documents without adding their email, but this will allow you to create their patient file, bill, and schedule sessions for your own purposes!