Adding Patients to Your Practice: A Step-by-Step Guide

This guide will help you invite a patient in the SigmaMD Clinician application.

1. Navigate to the Patients Screen: Find and click on the "Patients" link on the SigmaMD Clinician menu.

2. Add a Patient: Click the "Add patient" button on the Patients screen's top right corner.

3. Enter Patient Details: A form will appear for you to enter the patient's basic demographic information. More can be added later.
   If your patient doesn't have a phone and email, please choose another patient as the caregiver.

4. Send Invitation: After filling out the form, click the "Save" button. The patient will then receive an email welcoming them to your practice and you can start charting.

The patient should follow these steps to allow chat and telehealth communication:

1. Download and Install the SigmaMD App: The patient must download the SigmaMD Patient mobile app using the instructions in the email. The SigmaMD Patient mobile app is available for free download from the Apple App Store and Google Play Store. 

2. Create a New Account: After installing the app, the patient should create a new account using the same mobile number that was initially entered by the clinician in SigmaMD Clinician. This step ensures they correctly associate with the practice. 
   If the patient already has a SigmaMD account with the same phone number used on your practice, the invite will show up on their SigmaMD patient app.

3. Enter Personal Details: Immediately upon creating their new account, the patient should enter their full name, date of birth, and preferred address. This information is required to start a patient visit and prescribe medications.

After account creation, the patient will automatically be associated with your practice and their status will be changed to 'Subscriber' on the Patients Screen. If their status does not change after signup, they might have used a different phone number to register their account than the one used in the invitation process. Once associated, either the patient or the clinician can initiate a new visit. 

By following these steps, you ensure a smooth connection between the clinician and the patient in SigmaMD. If you need further assistance or encounter any issues, please contact our support team.