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How do you get your patient’s demographics and their medical history into emily. There are 3 ways to do this.

Option 1: Manual Entry

Manual entry by staff member. The old school way of doing this is to have the patient fill out a piece of paper when they arrive and then a staff membeer manually adds this data to emily. This process is time consuming, error prone and not ideal so we have a few other ways to accomplish this task.

Option 2: Send Portal Invites – Best Option

When a new appointment is created, send the patient a link via email to complete their demographics and medical history online from home. This can be accomplished in 2 ways

a. send the link automatically each time a new appointment is created(Note: only one link is sent for each day regardless of how many appointments are created for that patient on that day) by turning on “Send portal invites automatically” in the online booking section. Clinic > Patient Portal tab. See image below

b. Alternatively you can send these invites manually each time if you do not wish to have the portal invites sent automatically. Simply go the the patient’s profile and click the “create portal account” button. If it has not already been created, it should be a darker green colour and available to be clicked. See image below.

Option 3: Kiosk Mode In Clinic

When the patient arrives at the clinic, use an iPad or tablet and go to the patients chart. Open their profile tab and enter into “Kiosk Mode”. This will open a wizard that guides the patient through adding their demographics, medical information, and completion of any forms you wish them to fill out prior to their consultation or visit. 

Kiosk Mode Wizard

To exit kiosk mode, simply swipe right on the ipad to go back or click the exit button and you will be presented with a modal to enter a passcode. The default passcode to exit is 99999.

This is a security feature so the patient entering their information cannot exit the wizard and view other patient information.