Learning the Basics
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      3. Learning the Basics

      How do I add patients to the clinic portal?

      This article outlines how to add patients to your clinic portal directly through the EngagedMD platform.

      Steps:

      1. Click "Create" to start a new patient record.

      2. Enter Required Information:

      • Patient ID (or MRN)
      • Full Name
      • Date of Birth
      • Email Address

      Optional: You can also add phone number, personal ID, and doctor. Adding a doctor helps pre-populate this info later.

      Notes:

      • Activation links emailed to patients expire in 7 days. Resend the link if needed.

       

      Need More Help?

      For questions or concerns, please reach out to our Support Team.