Instinct makes it easy to register a new patient and add a new patient to an existing Account.
Table of Contents
Account Admin: Checking In and Viewing Patients
How to Register a New Patient
- Access the Business Office screen in the left navigation bar.
- Under the “Patient Registration” category, click “+ New Patient” at the top of the screen to add patient and account details:
💡 ProTip: You can also add a new patient to an existing account by selecting “Existing Account” seen above.
Note: If you prefer to add the Account (owner) details first, either click “New Account” in the Account column (above screenshot) or start in the Accounts category (below screenshot).
Account Admin: Checking In and Viewing Patients
You have the option to add new patients to accounts and check in existing patients directly from the Account Admin. Simply search for the Account (owner) info and select the toggle to Check-In this patient:
Please note: Only one patient can be Checked-In at a time.
Transfer Patient
Check out our Merge or Transfer Patients to a New Account article to learn more about this feature!