How do I add a single patient profile to an organization?
Adding a new patient not yet in your roster
Note: To add a patient who is not yet in your organization’s roster, you will need to be in the Organization view, not the Test Site Admin view.
- To add a new patient who is not yet in your organization (student or staff), click the Personnel tab and then the Add Personnel button, then click the Single Record option to create a new single record.
- Add the patient’s contact info if you are creating the profile for the patient to manage themselves, or add the patient’s guardians’ info if you are creating the record for the guardian of the patient (and select the appropriate option under the “Who is this profile for?” section).
- Once you click Continue, you’ll be able to populate the rest of the patient’s profile information as the patient or their guardian provides it.
Note: You can submit a profile with partial information, but the patient will not be able to get a test until the profile is complete.
Note: You’ll see the new patient’s record in the All Personnel index in the Test Site Admin view. You can toggle to this view by clicking on the Admin dropdown menu in the navigation at the top of the page.
- Once this process is complete, the patient can be tested