Adding Patients to Your Practice from SigmaMD

This guide will help you add a patient in SigmaMD. This is an alternative to patients enrolling through the web enrollment link. When using this method, a patient chart is created, but the patient is not automatically associated with a membership.

Step 1: Navigate to the Patients Screen

From the SigmaMD Clinician menu, click on the "Patients" link.

Step 2: Add a Patient

Click the Patient button located at the top right corner of the Patients screen.

Step 3: Enter Patient Details

A form will appear where you must enter the patient's basic demographic information.

Add Patient dialog

Required fields include:

Legal first name
Legal last name
Date of birth
Sex at birth
Assigned clinician

For patients 14 or older:

They can be added as regular patients.

For patients under the age of 14:

All patients under 14 are required to have a caregiver.

You may also assign a caregiver to any patient by enabling the "This patient has a caregiver." toggle.

When this is enabled, the patient's mobile number and email are not required.
The caregiver must already exist as a patient in SigmaMD and must not be a care recipient.
The caregiver must be 16 or older. If you select a younger patient, the form shows “Caregivers must be 16 or older.”
You must select the caregiver from the list (required) and specify their relationship to the patient (also required).
The caregiver will receive access to the care recipient's chart in the SigmaMD Patient Mobile App and can send messages, schedule appointments, and access medical records on their behalf.
If there is no other eligible patient to assign as a caregiver, the clinic may add a staff member as a patient and use that staff member as the assigned caregiver for the care recipient.

Important:

A regular patient can be changed to a care recipient later, from the Add caregiver icon next to Contact Details in their patient details. This removes their own login and contact email.
A patient who was added as a care recipient can be changed to a regular patient at a later time.
Additional caregivers can be added to a care recipient later, from the Caregivers section of their patient details.

Multi-location Practices

If your practice has multiple locations, the patient must first be assigned to a location to enable the clinician field. If “Enable patient assignment to multiple locations” is turned on in practice settings, you’ll also see an Allow access to all locations toggle, this setting controls which locations the patient can self-schedule appointments at in the patient app.

Assigned location, Assigned clinician and Allow access to all locations

Step 4: Save the Form

After filling out the required fields, click the "Save" button. Once the patient is added, you can begin charting immediately.

The patient will receive an email welcoming them to your practice, including a code to register for the SigmaMD Patient Mobile App.