1 Click on the admin icon
2 Click Patients
3 Click +New
4 In the details tab, the required fields are:
First name, Last name, DOB, and Gender
5 Click Contact
6 Click +Add
7 Click Address
8 To create a new patient, the billing address is required. Under type, select: Billing.
Enter a Street Address, City, State and a 9 digit zip code. If you do not know the 9 digit zip, you can use the Lookup Zip+4 button.
9 Click Add
10 That is all the requirements to create a new patient in the Pathfinder system. All other fields are optional.
11 Click Close
12 Click Yes
13 To ask specific questions about which fields your organization should use when entering patients, please contact one of our customer success agents at 877-972-8434 option 2 or email us at email@example.com