Patient Management
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      1. MetaOptima Technology Inc
      2. DermEngine™
      3. Patient Management

      How Do I Add A Patient?

      Web

      By adding patients, you will be able to store data in a centralized location and provide in-office or teleconsultation services to streamline your practice. To get started, follow the steps below:

      1. Select the Patients List option in the top menu bar.
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      2. Select the Add Patient button.
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      3. Here, you have the option of creating a new patient profile based off their First & Last Name or their Health ID. Note that in each scenario certain fields are required to be filled out to proceed:

        First & Last Name: First Name, Last Name & Sex.
        Health ID: Health ID & Sex.

        If you enter their email address, you will be prompted to select whether you would like to invite this patient to have the ability to share and access their images.
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      4. When entering the patient's email address, you may be notified that they already exist on DermEngine. If this is the case, you can request access to their current profile. Alternatively, if you wish to create a new profile you must use a different email address.

        *Pro tip: When entering the patient's date of birth, start typing the month to have the scroll bar automatically go to that month.
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      5. You have the option of filling out additional information by clicking the Additional Info button in the bottom left corner.
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      6. Here, you are able to fill out information such as patient address, phone number, or skin cancer history. When ready, click Create Patient.
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      iOS

      Now that you've set up your DermEngine account, it's time to add your first patient. By adding patients, you will be able to store data in a centralized location and provide in-office or teleconsultation services to streamline your practice. To get started, follow the steps below:

      1. Tap the  icon in the Patients List. 
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      2. You are able to create a patient based on their full name or Health ID:

      Create A Patient via Full Name

      1. Select the Full Name tab, then enter the patient's First Name, Last Name, and Gender (required).
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      2. You have an option to invite the patient to have the ability to share and access their images. In this case, please enter the patients email address and tap the "Invite patient to share and access images" option. Please note the patient will receive an email invitation. 
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      3. Next, you are able to enter their Date of Birth, Ethnicity, Skin Type, Health History, Address and Phone Number (optional). When ready, tap the Register Patient button.
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      Create a Patient via Health ID

      1. Select the Health ID # tab. You may enter the patient's First Name, Last Name, and Email (optional). Note that Health ID and Gender are required.
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      2. You have an option to invite the patient to have the ability to share and access their images. In this case, please enter the patients email address and tap the "Invite patient to share and access images" option. Please note the patient will receive an email invitation. 
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      3. Next, you are able to enter their Date of Birth, Ethnicity, Skin Type, Health History, Address and Phone Number (optional). When ready, tap the Register Patient button.
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      Android

      Now that you've set up your DermEngine account, it's time to add your first patient. By adding patients, you will be able to store data in a centralized location and provide in-office or teleconsultation services to streamline your practice. To get started, follow the steps below:

      1. Tap the  icon in the Patients List. You are able to create a patient based on their full name or Health ID.
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      Create A Patient via Full Name

      1. Select the Full Name tab, then enter the patient's First Name, Last Name, and Gender (required). If you enter the email, you will be prompted to select if you would like to invite this patient to share and access emails (the patient will receive an email invitation). Select Yes or No at your preference.
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      2. Next, you have the option of entering additional information such as their Health ID, Date of Birth, Ethnicity, Skin Type, Health History, and Phone Number. Once ready, select the Register Patient button. 
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      3. If you've added any consent forms to your DermEngine account you will be prompted to have your patient provide their signature. To learn how to have a patient sign their consent click here.    
        If you've added a custom patient intake form, you will be prompted to complete it. To learn how to create a patient intake form, click here . 

      Create a Patient via Health ID

      1. Select the Health ID # tab. Enter the patient's Gender and Health ID (required).
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      2. Next, you have the option of entering additional information such as their First and Last Name, Email Health ID, and Date of Birth. If you enter their email, you will have the option of inviting this patient this patient to share and access emails (the patient will receive an email invitation). Check the box at your preference.  When ready, tap the Register Patient button.
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        If you've added any consent forms to your DermEngine account you will be prompted to have your patient provide their signature. To learn how to have a patient sign their consent click here.    

        If you've added a custom patient intake form, you will be prompted to complete it. To learn how to create a patient intake form, click here .