How do I add a patient?

Who can do this: clinicians, coaches and clinic admins whose role includes patient intake. If you do not see the + button on Patients, your role cannot add patients.

Select Patients, then select the + (Add Patient) button.
On Register New Patient, fill in First Name, Last Name, Date of Birth and Gender. These are required.
Add Phone, Email and address details if you have them.
To invite the patient to their portal, leave Send portal invitation email checked. It turns on when you enter an email and stays off without one.
Select Create Patient.

GRAICE confirms with a "Patient created" message and returns you to the patient list.

What happens next

A clinician or coach who creates a patient is added to that patient's care team as the primary provider.
When anyone else, such as a clinic admin, creates the patient, there is no care team yet. Someone must be assigned before a clinician can open the clinical chart.

If the invitation email fails

The patient is still created. The message says the invitation email failed. Open the chart and select Invite to portal, or Resend if an invitation is already pending. You can also Cancel invitation there.

To bring in records from another EMR instead, see Import a C-CDA record.