Patient registered without a card can be assigned a card later on by the practice staff. Just follow the steps below to assign a card to already registered patient.
Step 1: While you're logged into the staff portal, click on the "Dashboard" tab on the left sidebar navigation.
Step 2: Enter the name, email, username or phone number of the patient you want to search and click on the blue “Search” button.
Step 3: Once you have located the patient you were searching for, click on the patient’s name and you will be directed to the patient’s profile.
Step 4: On patient’s profile you will see an option labelled as ‘Assign Card’ as marked in the image below, click on this option.
A pop up will appear asking you to enter the card number for the patient, input the card number and click on the OK button.
If you have any questions reach us at firstname.lastname@example.org