Patient search
To search for a patient, enter their first name, last name, or both in the appropriate fields, or click the filter icon to search by Chart Number, Account Number, Date of Birth, Phone Number, or ZIP Code. Then click Search.
If your search returns only one matching patient record, the patient’s chart will open automatically. If multiple records match your search criteria, a list of matching patients will be displayed. Select the appropriate patient name from the list to open their profile.
If you click the magnifying glass icon without entering any search criteria, you’ll be taken to the Global Patient Search screen. From there, you can search for a patient using their Last Name, First Name, Date of Birth, ZIP Code, Chart Number, External Chart Number, Preferred Phone Number, Account Number, or Patient ID, then click Search. For example, if you only know the patient’s preferred phone number, you can enter just that information on the Global Patient Search screen to locate their record.
If your search returns only one matching patient record, the patient’s chart will open automatically. If multiple records match your search, a list of results will appear. Simply click the appropriate patient name to open their profile.
If no patients match your search, the window will display “No Rows to Show.” Try repeating your search using different criteria or additional fields, such as phone number, chart number, or date of birth.
To search for a patient, enter their first name, last name, or both in the appropriate fields, or click the filter icon to search by chart number, account number, date of birth, phone number, or zip code. Then click Search.
If only one patient record matches your search, the patient’s profile will open automatically. However, if multiple records match your search, a list of results will appear on the Search Patients screen. Click the blue dashboard icon to the left of the appropriate patient’s name to open their profile.
If you click the magnifying glass icon without entering any search criteria, a confirmation pop-up will appear, explaining that the system will display all patients in your database. Click Continue to proceed.
On the Search Patients screen, you can search for a patient using multiple criteria. Enter the details in the search fields located just below the column headers. Click the blue dashboard icon to the left of the appropriate patient’s name to open their profile.
To search for a patient, enter their first name, last name, or both in the appropriate fields, or click the filter icon to search by chart number, account number, date of birth, phone number, or zip code. Then click Search.
If only one patient record matches your search, the patient’s profile will open automatically. However, if multiple records match your search, a list of results will appear on the Search Patients screen. Click the blue dashboard icon to the left of the appropriate patient’s name to open their profile.
If you click the magnifying glass icon without entering any search criteria, a confirmation pop-up will appear, explaining that the system will display all patients in your database. Click Continue to proceed. On the Search Patients screen, you can search for a patient using multiple criteria. Enter the details in the search fields located just below the column headers. Click the blue dashboard icon to the left of the appropriate patient’s name to open their profile.
Add a new patient
If your RXNT subscription includes the Scheduling solution, new patients should be added to that solution. This ensures correct syncing of patients across all RXNT products and allows you to enter all relevant patient demographics, including insurance information and patient reminder preferences.
RXNT accepts all three phone number formats, for example, 410-320-0865, 4103200865, and 410 320 0865. When sending SMS patient reminders, the system automatically trims the entry to numbers only before sending.
Click Add Patient in the upper right.
Enter the patient's demographic information. Required fields are marked with a red asterisk. Please note that at least one phone number must be provided, based on the selected preferred contact method.
If your subscription includes Patient Reminders, you'll need to select the patient's preferred communication methods. Available options include Call, Email, SMS, and same-day reminders. Choose the Patient Time Zone from the dropdown menu.
If a patient has requested not to receive communications on Saturdays or Sundays, check the corresponding box. Checking a day-specific box only affects communications on that day. To stop all communications from being sent to the patient, select the Opt-out of all communications box, which overrides all other settings.
If your subscription includes EHR, you can enable patient access to the Patient Health Records (PHR) portal by selecting the Activate PHR checkbox. Please note that activation requires either the patient's email address or cell phone number, depending on the selected option.
To customize which fields are required when entering patient information, click Screen Settings.
From this screen, you can select or deselect fields using the check boxes to make them required or optional. This flexibility allows you to customize the patient intake process by designating only the information that is relevant to your workflow as required. For example, your practice may choose to require a patient’s Social Security Number while leaving the middle name field optional, depending on internal or regulatory requirements. After making your selections, click Save to apply the changes. Fields that are not marked as required will remain available, allowing users to enter and save information as needed.
Click Save to add the patient, or Save & Add Case to add the patient and immediately proceed to entering their insurance information. For more information on adding or updating patient cases, click here.
The Quick Add feature allows you to quickly create a patient profile when an appointment needs to be scheduled immediately and full demographic information is not yet available. If a patient is added using Quick Add, the complete patient profile and associated case details must be completed later. If your practice uses the EHR in combination with Billing or Scheduling, patients can also enter and complete their demographic information through the patient portal, helping ensure their records are fully updated before care or billing activities take place.
Click the Plus button.
A drop-down menu will appear, prompting you to enter the necessary details to quickly add a patient. Required information includes the patient's First Name, Last Name, and Date of Birth.
To activate the patient portal, click the Active PHR checkbox.
Choose either Email or SMS, and then enter the corresponding email address or phone number based on your selection.
Click Add.
The Quick Add feature is also accessible when creating new appointments in the New Appointment screen.
If your RXNT subscription includes Billing but not the Scheduling solution, new patients should be added through the Billing module. This ensures proper synchronization between Billing and EHR, and allows you to enter both basic demographic details and insurance information.
Click Add Patient in the upper right.
Enter the patient's demographic information. Required fields are marked with a red asterisk. Please note that at least one phone number must be provided, based on the selected preferred contact method.
To customize which fields are required when entering patient information, click Screen Settings.
From there, you can select or deselect additional options based on your practice’s needs. This allows you to tailor the patient intake process so that only the information relevant to your workflow is marked as mandatory. For example, you might choose to require the patient’s SSN while leaving the middle name optional, depending on what information your practice needs. Once you’ve made your changes, click Save to apply them.
If your subscription includes Patient Reminders, you'll need to select the patient's preferred communication methods. Available options include Call, Email, and SMS. Choose the Patient Time Zone from the dropdown menu.
If a patient has requested not to receive communications on Saturdays or Sundays, check the corresponding box. Checking a day-specific box only affects communications on that day. To stop all communications from being sent to the patient, select the Opt-out of all communications box, which overrides all other settings.
Click Save to add the patient.
If your RXNT subscription includes only e-prescribing or EHR, new patients will be added to those products.
When adding a new patient, complete their full profile of demographic information, or utilize the Quick Add function (recommended if your practice uses the RXNT patient portal).
If a patient is added via quick add and the PHR is enabled, they are able to register for their portal account and complete the full profile of their demographic information. Any demographic information the patient completes on their portal will transfer to the EHR for you to review and accept or reject.
If the patient will need prescriptions sent from RXNT, please ensure that the patient's address is a physical address and not a P.O. box.
Full profile
Click Add Patient.
Complete all required fields, any optional fields you wish, and be certain to enter the patient’s Email:
Required fields
-
- First Name
- Last Name
- Date of Birth
- Sex
- Social Security Number
- Preferred Phone
Optionally, select the Add additional information after saving checkbox to be directed to the new patient's chart immediately after adding.
Scroll down and click Save.
Quick add
Click the plus (+) icon.
In the Quick Add popup, enter the patient’s First Name, Last Name, and Date of Birth, then click Add to add the patient to the system. If you would like to send the patient the patient portal registration link, select the Activate PHR checkbox. To learn more about sending the patient portal registration, click here!
If you have activated the patient portal, choose whether to send the registration link by Email or by Text Message, then enter the appropriate contact information (email address or mobile number). Next, click Add to add the patient to the system and send the portal registration link. The patient can then begin their portal registration using the link provided. Any demographic information they complete in the portal will transfer to the EHR, where you can review the updates and either accept or reject them.
Update patient information
If your RXNT subscription includes the Scheduling solution, patients should be updated in that solution. This ensures correct syncing of patients across all RXNT products and allows you to enter all relevant patient demographics, including insurance information and patient reminder preferences.
Search for the patient to update and navigate to the patient dashboard. Click the patient's name to edit the demographics.
Update the patient’s demographics as needed.
Please note that RXNT accepts all three phone number formats, for example, 410-320-0865, 4103200865, and 410 320 0865. When sending SMS patient reminders, the system automatically trims the entry to numbers only before sending.
If your RXNT subscription includes EHR, you can use the Send Portal Registration link to provide the patient with patient portal access, which can be sent to them by either email or SMS. To learn more about sending the patient portal registration, click here!
If the patient has already been granted access, that status will be displayed next to the link.
Click Save to add the patient, or Save & Add Case to add the patient and immediately proceed to entering their insurance information. For more information on adding or updating patient cases, click here!
If your RXNT subscription does not include the Scheduling solution but does include Billing, patients should be updated from the Billing solution. This ensures correct syncing of patients between billing and the EHR and allows you to enter patient insurance information along with their basic demographics.
Search for the patient to update and navigate to the patient dashboard. Click the patient's name to edit the demographics.
Update the demographics as needed, then click Save to apply the changes to the patient’s record. For detailed instructions on adding or updating patient cases, click here!
Navigate to the patient’s dashboard and click the patient’s name hyperlink or select Patient Information from the navigation menu to open the Patient Information window.
To save, scroll to the bottom of the screen and click Update.
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