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 indicated with a red asterisk (note that one phone number is required, determined by the selected preferred contact method).
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.
Click Save to add the patient, or Save & Add Case to add the patient and proceed to adding insurance information for the patient.
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.
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.
Click the Plus button.
A drop-down menu will appear with the required information to quickly add a patient. Information required includes First Name, Last Name, and Date of Birth.
To Activate PHR, click the Checkbox.
Select either Email or SMS and based on your choice, enter the corresponding email address or phone number.
Click Add.
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, 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 Add Patient in the upper right.
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).
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.
Click Save to add 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, 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.
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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