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Patient Management

Updated over 8 months ago

The platform is patient centric with all actions revolving around a patient:

  • Ordering Nutraceuticals

  • Obtaining a Lab Requisition

  • Prescribing Medications

Create a New Patient

  1. To begin, we will want to navigate to the "Patients" tab at the top of the platform

  2. Click on the "Add New Patient" button

  3. Enter that patient's information. The following fields are required:

    1. First Name

    2. Last Name

    3. Email Address

    4. Date of Birth

    5. Biological Sex

    6. Practitioner

  4. Optionally, you can also enter the patient's address by clicking the "+ Address" button .

  5. By default, the patient will receive an email invitation to create an account for access to the patient portal. If you do not wish for them to have access, uncheck the option to "Invite patient to the platform".

Searching for a Patient

  1. To begin, we will want to navigate to the "Patients" tab at the top of the platform

  2. In the search box, you can type any of the following information:

    1. Name

    2. Email Address

    3. Phone Number

  3. You can also filter your patient list by gender or practitioner by clicking on the icon to the right of the search box.

  4. Select the desired filters and click "Search".

Can I Import Patient Records?

We currently have 2 options in order to bring patient records into the platform:

  1. Existing FarmaKeio Provider - We have the ability to link your practice to your FarmaKeio data and import the information that FarmaKeio may have on your patients such as:

    1. Name

    2. Email Address

    3. Phone Number

    4. Date of Birth

    5. Gender

    6. Mailing Address

    7. Primary Practitioner

  2. Custom CSV Files - if you can provide a CSV Export of your patients, we can also import that information. The minimum necessary data is:

    1. Name

    2. Gender

    3. Date of Birth

    4. Email Address

    5. Primary Practitioner

Note: We are not able to import individual prescriptions or labs at this time. We are working on integrations in the future that will facilitate this.

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