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Add a new patient

In order to report test results for someone, you’ll need to make sure that their information has been added to SimpleReport.

You can find out if they’ve already been added by searching for their name in the “Search for a patient to start their test” field, just beneath the SimpleReport logo on your dashboard. If their name doesn’t appear in the search results, you can add them.

To add someone new:

  1. Click Patient at the top of the page. SimpleReport's top navigation, with the "Patient" tab selected
  2. Click the + Add patient button on the right side of the page The user's mouse hovering over the "+ Add patient" button toward the top right of the page
  3. Enter the person’s information on the “Add new patient” page that appears. There are a few types of information to enter for the new patient, and some are marked as optional. Please refer to your public health department requirements to make sure you complete all required information. Questions include:
    • Role (optional): Mark the person as either “Staff”, “Resident”, “Visitor”, or “Student”.
    • Facility (required): Associate the patient with all of your organization’s testing facilities, or just one. They’ll only appear in search results for tests conducted at the facilities that they’re associated with.
    • Contact information (required): Include the patient’s phone, email, and address. If the phone number or address is unknown or the patient is unhoused, check the relevant boxes. You can also include details about the patient’s location or alternative contact information in the “Notes” field.
    • Demographics (optional, but encouraged): Ask the patient how they identify in terms of their race, ethnicity, sex assigned at birth, and gender identity. We know that public health problems are disproportionately high in some populations. Filling out this information can help efforts to recognize and mitigate disparities in health outcomes.
  4. When you’re done, click Save changes at either the bottom right or top right corner of the page.

A green confirmation box will appear to let you know that you’ve successfully added someone new. You’re all done.

If you’re ready to conduct a test for this patient, learn how to conduct and submit tests.