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:
- Activation links emailed to patients expire in 7 days. Resend the link if needed.
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