The checklist below outlines the recommended steps for adding a new patient to your Hippo Manager platform.
Search for Existing Accounts
Before creating a new account, it's important to search for existing accounts to avoid potential duplication.
Create A New Account
Once you've searched the system and have not located an existing account for this patient, you should then proceed with creating a new patient account.
Linking Information & Documents
Once the new patient account has been saved, you can then add any additional information such as alerts or allergies, along with any historical documentation.
If you've created a duplicate account, check out Management: Merging a Duplicate Patient Account.
If a patient account exists, but the patient is now owned by a different client, check out Patient Dashboard: Changing Patient Ownership.