Prepare the first screening for a patient

Summary steps to track a patient's screening for the first time:

1. Search for the patient in the top right search
   • If they have a record already, see Prepare an additional screening for a patient.
2. Select Patient under Create New to create a new patient record
3. Complete the required fields and choose whether to send the patient an invitation to their portal by Email, SMS, or both
4. Select Create Patient

The system sends the patient an invitation to set their portal password and it creates a screening referral with the required forms.

Now the patient can create their portal account to fill out forms, and your team has a screening referral ready for when the patient arrives.

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Next, when the patient arrives for their screening and the test is administered, see Send a screening referral to the lab.

Support Material

Helpful links if you have questions or want to know more as you're exploring.

• Video Create a patient record for a screening
• Detailed Steps Create a patient record for a screening
• Checklist Office Requirements Checklist