How Can I Add Patients to an Event?

Users with the privilege to modify events can add any not-yet-admitted, current, or former patient of that clinic to Individual Appointments and Group Sessions using the Patient Selector tool.

To add a patient to an event:

1. Create an Event or open Edit Event for Group Sessions. Patient cannot be updated on Individual Appointments.

2. Click into the Patient Drop-Down to open the Patient selector window.

3. Enter one or more of the following: First Name, Last Name, Patient ID. The search results will return any result that starts with the search criteria you’ve entered.

4. By default the main page Program and Active for Status will be selected. You can search for inactive patients and patients in other programs by changing these options. Not-yet-admitted patients can found by selecting “New Patient – No Program” and “All Statuses”.

5. Check the box next to the patient to add to meeting. Save the change by selecting the overall checkbox for the window.

The same Patient Selector window is available for Group Sessions to users with the privilege to add/remove patients. Those users can access the Patient Selector window via the Patient Group context menu option for Group Sessions.

Note: Alerts should only be applied to active patients scheduled in their current program.