Do you accept walk-ins and need to add a patient on the fly? We got you covered!
There are three places in Clerk that will allow you to add a patient into Clerk:
The Practice Manager Tab, in the upper righthand corner
The Schedule Tab, in the upper righthand corner
The Patients Tab, right by the search bar
When selecting Add a Patient, you will have the option to add in all of the demographic information right away. All you need to get started to save the patient into Clerk is the patient's First and Last Name:
✨Note:✨ When adding in a patient's Date of Birth, you do not have to scroll through the years! Simply double-click on the year and type in the desired year you need!
Additionally, when filling out the sex and gender fields for the Patient Profile, you will want to note that the sex field is what will be added to claims if you are for insurance, and the gender field will populate in the patient's Contact Card:
Did a patient recently move, or switched numbers? We can update this! 💃🏻
To edit information in a patient's profile, head over to the Patient's Tab, type in the desired patient's name in the search bar, and click on their name. The default view in the Patient Profile will be the Details tab. Anywhere you see pencil icon will allow you to open up a demographic category into an edit mode.
✨Note✨ This is also where you need to go if you need to mark a patient as Inactive if the patient is no longer a patient in your clinic, as seen below:
✨Psst!✨ Need a refresh on how to navigate the Patient Profile? We got you - CLICK HERE!