Add Patients

To Add Patients to metaclinic, go to Patients>+ New Patient 

This takes you to the Patient Create page to enter all patient information, such as:

  • Patient Details
    • First Name
    • Middle Name
    • Last Name
    • Prefix
    • Suffix
    • SSN
    • Sex

  • Address
    • Primary or Alternate Address
    • Address Type - Home, Mailing or Work
    • Address Information 

  • Contact Details 
    • Primary or Alternate Contact 
    • Contact Method - Personal or Business
    • Contact Method Type - Phone, Email or Fax 
    • Contact Method Details

  • Insurance
    • Primary or Secondary
    • Relationship - Self, Spouse, Child, Other, Unknown 
    • Payer - add payer location 
    • Member ID
    • Group ID
    • Upload Insurance Documents

  • Identifiers 
    • Primary 
    • Identifier Type - MRN or Other
    • Value - Identifier number, etc. 
    • Identifier Label - name for this label 

Select Save to close out patient creation

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