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.
- Log-in to: https://hms.teletask.com/, your email address is your username.
- Click on Scheduler
in the top menu bar.
- In the left-hand panel, choose New Patient ID ( Note: Button label may be different depending on your settings)
- 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.- Verify you have entered all of the required information. Required information fields will have a star next to to them.
- To add additional clients with the same Family ID, press Save and Add Family Member.
- 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.
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