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- First Name, Last Name & for Date of Birth (You may also enter the date manually MM/DD/YYYY)
- A phone number is required (Home, Mobile, or Other)
- If you have elected to include Text Reminders on your account, it is essential to populate the Patient's cell phone number in Mobile Phone
- Select Gender
- Include an Email Address the patient would like to receive Email Appointment Reminders (Included within the system. Text Reminders is an add-on feature)
- Optional: Select the Default Provider and
- Default Service Location will default to the facility name.
- Optional: You may choose to include a new (click on the blue +) or existing Primary Care Provider from the drop-down menu. Providers may be adding by also selecting 'Referring Provider' within the Tools drop-down
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