If you want to include patient details from your EHR, like name and date of birth, first, enable "Patient Details" in Encounter Settings.
How to Enable Patient Details in Settings:
Tap on the Settings icon (gear symbol bottom right).
Scroll down to the Encounter section and enable "Patient Details."
How to Scan Patient Details into an Encounter:
After creating a new Encounter, tap the edit icon on the right of the "Patient's Details" section.
Tap the camera icon to add patient details.
With the camera, scan the patient information from your computer or charts.
To make edits to the patient information, tap the keyboard in the upper-right corner.
Tap "Done" when you are finished editing the patient details.
 | 
|  | 
|
How to Manually Add Patient Details into an Encounter:
After creating a new Encounter, tap the edit icon on the right of the "Patient's Details" section.
Tap the camera icon to add patient details.
Tap the keyboard in the upper right corner.
Type the patient information you want to be included in the Encounter.
Tap "Done" when you are finished.
| 
| 
| 
|
We'd love to show you more and are always happy to connect to answer any questions you have. Please feel free to schedule a session with us at a time that works for you from our online calendar.