Add, Search for, and Update Patients

Launch an RXNT product

Log into RXNT and click a module to launch Electronic Health Record (EHR), ePrescribing, Billing, or Scheduler.

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The patient search and add patient fields are in the upper right corner of each product.

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Search for an existing patient

Use the last name and/or first name fields to enter the patient's first name and/or last name. Click the magnifying glass icon or use the enter key on your keyboard to search. Note: partial searches will still provide results.

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If no patients match your search, you will be prompted to re-try your search using different criteria, or using additional search fields (such as an address, phone number, or chart number). Screen_Shot_2020-03-03_at_10.05.49_AM.png

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If more than one patient record matches your search, you will see a list of matching records. Click the appropriate patient name to view the patient.

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If only one patient record matches your search, the patient record will automatically launch.

Add a new patient

Customers using Scheduler

If your RXNT subscription includes the Scheduler 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.

Click + in the upper right.

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Enter the patient's demographic information. Required fields are indicated with a red asterisk (note that one phone number is required, determined by the selected preferred contact method). The Quick Add feature can be used if the patient is needed immediately to schedule an appointment, but additional demographic information is unknown. Keep in mind that using Quick Add may cause billing claim rejections, failed eligibility checks, or failed prescription transmissions if the information is not updated.

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If your subscription includes EHR, you can select the Activate PHR checkbox to provide the patient with access to the Patient Health Records (PHR) portal. Activating the PHR requires the patient's email address.

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If your subscription includes Patient Reminders, you will need to choose the reminder communication preferences for the patient. Options are selected by clicking the checkbox next to the desired options, or choosing Opt Out.

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Click Save to add the patient, or Save & Add Case to add the patient and proceed to adding insurance information for the patient.

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Please refer to Add and Update Patient Insurance for more information on adding patient cases.

Customers using Billing, but not Scheduler

If your RXNT subscription does not include the Scheduler solution but does include Billing, new patients should be added to that solution. This ensures correct syncing of patients between Billing and EHR, and allows you to enter patient insurance information with their basic demographics.

Click + in the upper right.

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Enter the patient's demographic information. Required fields are indicated with a red asterisk (note that one phone number is required, determined by the selected preferred contact method).

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If your subscription includes Patient Reminders, you will need to choose the patient reminder communication preferences. Options are selected by clicking the checkbox next to the desired options, or choosing Opt Out.

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Click Save to add the patient.

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Please refer to Add and Update Patient Insurance for more information on adding patient cases.

Customers using E-prescribing or EHR, but not Billing or Scheduler

If your RXNT subscription includes e-prescribing or EHR only, new patients will be added to those products.

Click + in the upper right.

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Enter the patient's demographic information. Required fields are highlighted in yellow (note that one phone number is required, determined by the selected preferred contact method). The Quick Add feature can be used if the patient is needed immediately to schedule an appointment, but additional demographic information is unknown. Keep in mind that using Quick Add may cause failed prescription transmissions if the information is not updated.

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Click Add to add the patient.

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If your subscription includes EHR, you can follow the instructions for updating patient information to activate the PHR for the patient.

Update existing patient information

Customers using Scheduler

If your RXNT subscription includes the Scheduler 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.

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Update the demographics as needed. If your RXNT subscription includes EHR, you can use the Send Portal Registration link to set the patient up with PHR access. If access has been previously provided, that information will display next to the link.

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Click Save or Save & Add Case to update the patient.

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Please refer to Add and Update Patient Insurance for more information on adding patient cases.

Customers using Billing, but not Scheduler

If your RXNT subscription does not include the Scheduler 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.

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Update the demographics as needed. Click Save to update the patient.

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Please refer to Add and Update Patient Insurance for more information on adding patient cases.

Customers using E-prescribing or EHR, but not Billing or Scheduler

If your RXNT subscription includes E-prescribing or EHR only, patients will be updated from those solutions.

Search for the patient to update and navigate to the patient dashboard. Click the patient's name to edit the demographics.

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Update the demographics as needed. If your RXNT subscription includes EHR, click Send Portal Registration to set the patient up with PHR access. If access has been previously provided, that information will display below the link.

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Click Update to save the changes to the patient.

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