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Added new patient registration fields
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lauraykerr authored Dec 14, 2023
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Expand Up @@ -20,7 +20,8 @@ To add someone new:
3. Enter the person’s information on the “Add new patient” page that appears. There are a few types of information to enter for the new patient, and some are marked as optional. Please refer to your public health department requirements to make sure you complete all required information. Questions include:
- **Role (optional):** Mark the person as either “Staff”, “Resident”, “Visitor”, or “Student”.
- **Facility (required):** Associate the patient with all of your organization’s testing facilities, or just one. They’ll only appear in search results for tests conducted at the facilities that they’re associated with.
- **Demographics (optional, but encouraged):** Ask the patient how they identify in terms of their race, ethnicity, and sex. We know that public health problems are disproportionately high in some populations. Filling out this information can help efforts to recognize and mitigate disparities in health outcomes.
- **Contact information (required):** Include the patient’s phone, email, and address. If the phone number or address is unknown or the patient is unhoused, check the relevant boxes. You can also include details about the patient’s location or alternative contact information in the “Notes” field.
- **Demographics (optional, but encouraged):** Ask the patient how they identify in terms of their race, ethnicity, sex assigned at birth, and gender identity. We know that public health problems are disproportionately high in some populations. Filling out this information can help efforts to recognize and mitigate disparities in health outcomes.
4. When you’re done, click **Save changes** at either the bottom right or top right corner of the page.

A green confirmation box will appear to let you know that you’ve successfully added someone new. You’re all done.
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