Patient Search
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.
If no patients match your search, the window will display Now Rows To Show. Repeat your search using different criteria, or using additional search fields (such as an address, phone number, or chart number).
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.
If only one patient record matches your search, the patient record will automatically launch.
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.
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.
If only one patient record matches your search, the patient record will automatically launch.
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.
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.
If only one patient record matches your search, the patient record will automatically launch.
Add a new patient
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 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 the patient has chosen to opt out of Saturday or Sunday communications, check the appropriate box. To opt the patient out of all communications, select the Opt-out of all communications box.
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 there, you can select or deselect additional options based on your practice's needs. This allows you to tailor the patient intake process, ensuring that only relevant information is marked as mandatory.
To customize your settings, click the checkboxes to select or deselect the desired options. Once you've made your changes, click Save to apply them.
Click Save to add the patient, or Save & Add Case to add the patient and proceed to adding insurance information for the patient. For more information on adding or updating patient cases, please refer to the Create a Patient Case article for more information.
The Quick Add feature allows you to quickly create a patient profile when immediate scheduling is needed and full demographic details are not yet available. However, be aware that incomplete information may lead to billing claims rejections, failed eligibility checks, or unsuccessful prescription transmission if not updated promptly.
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 PHR, click the 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 Scheduler 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. For more information on adding or updating patient cases, please refer to the Create a Patient Case article for more 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.
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 the patient has chosen to opt out of Saturday or Sunday communications, check the appropriate box. To opt the patient out of all communications, select the Opt-out of all communications box.
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. These options include Place of Service, Reference Source, Chart Number, Patient Type, and several others. This allows you to tailor the patient intake process, ensuring that only relevant information is marked as mandatory.
To customize your settings, click the checkboxes to select or deselect the desired options. Once you've made your changes, click Save to apply them.
Click Save to add the patient.
If your RXNT subscription includes e-prescribing or EHR only, 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 their 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 Address.
Required fields:
- First Name
- Last Name
- Date of Birth
- Sex
- Social Security Number
- Preferred Phone
Optinally, 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 +.
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.
If you have acitvated the PHR, choose between sending the registration link By Email or By Text Message, then enter the appropriate contact information (email address or cell phone number) below. Lastly, click Add to add the patient to the system and send the patient portal registration link.
The patient can now begin their patient portal registration with the link sent. Any demographic information the patient completes on their portal will transfer to the EHR for you to review and accept or reject.
To learn more about sending the patient portal registration, click here!
Update patient information
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.
Update the demographics as needed. We accept all (3) phone number formats, Ex. 410-320-0865; 4103200865; 410 320 0865, and when sending SMS patient reminders, we trim for only numbers and send them. 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.
Click Save or Save & Add Case to update the patient.
Please refer to Add and Update Patient Insurance for more information on adding patient cases.
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.
Update the demographics as needed. Click Save to update the patient.
Please refer to Add and Update Patient Insurance for more information on adding patient cases.
If your RXNT subscription includes E-prescribing or EHR only, patients will be updated from those solutions.
Locate the patient and navigate to their dashboard. Click the patient's name to edit the demographics.
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.
Click Update to save the changes to the patient.
Beginning Thursday, January 9th, 2025, the Patient Edit screen will be enhanced and redesigned, becoming the Patient Information window. This is a gradual release and will be fully implemented for all customers by Thursday, January 30th, 2025. See the updated instructions below.
Navigate to the patient's dashboard and click their name hyperlink or Patient Information within the navigation menu to display the Patient Information window.
To save, scroll to the bottom of the screen and click Update.
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