Creating a New Patient at Prosper: Step-by-Step Guide
Accessing Patient Creation Options
Navigate to the menu on the left-hand side and click on the "Patients" option.
Creating a Patient Profile
Click on the "Create" button to start creating a new patient record.
Fill in the following information for the patient:
First name and last name
Unique email
Phone number
Date of birth
Sex
Referral information
Patient's address
Hit "Save" to finalize the patient profile creation.
Alternative Method: Creating a Patient Record via Appointment
Initiate the creation of an appointment by clicking on "New Event" or dragging on the calendar.
Click on the "New Patient" button.
Fill out the same patient information fields.
Click on the "Create Patient" button to complete the patient creation process.
Creating a Patient from the Invoices Section
Go to the "Invoices" section and create a new invoice.
Use the "Create New Patient" button on the invoice screen.
Fill in first name, last name, email, and phone number.
This method is recommended for walk-in checkouts where sending a receipt is necessary immediately after purchase.
Considerations
The first two methods allow for capturing more information during the patient creation process.
The third method is suitable for quick patient creation during walk-in checkouts.