How to: Add a New Patient through the Scheduler

How to: Add a New Patient through the Scheduler


Sometimes you need to schedule an appointment for someone who is not in your current client/contacts list. Please follow the steps below to create a new Patient ID from the Scheduler.

Note: The Scheduler must be enabled on an account prior to use. Please reach out to Teletask staff to enable this feature.

  1. Log-in to: https://hms.teletask.com/, your email address is your username.

  2. Click on Scheduler   in the top menu bar.

  3. In the left-hand panel, choose New Patient ID ( Note: Button label may be different depending on your settings)


     
  4. In the Create Patient dialog box that appears enter the requested information.
    Note: The fields that display here can be modified by going to Settings and then Profile Settings.



  5. Verify you have entered all of the required information. Required information fields will have a star next to to them.



  6. To add additional clients with the same Family ID, press Save and Add Family Member.



  7. Once you have finished adding your clients and entering their information you can choose to either Save & Close or Save & Schedule. Save & Schedule allows you to immediately make an appointment for the new client, by opening up the New Appointment page.