Manage Your Patients

To manage your patients for a specific study:

  • Make sure you are logged in as a researcher user.
  • Navigate to your Dashboard.
  • Click on Studies from the side menu, then click on a specific study name from the study list.
  • On the newly opened page, under Manage, click on Patients tab from the side menu, and you will be automatically navigated to patient management module.
    • Manage Patients
      • View patient status

      • Change patient status

      • Change patient details

      • Add new patient

    • Manage Appointments
      • Add new appointment

      • Update an appointment

      • Cancel an appointment

      • Complete an appointment

    • Manage Notes
      • Add new note

      • Update a note

      • Delete a note

    • Manage Contact Logs
      • Add new contact log

      • Update a contact log

      • Delete a contact log

Still need help? Contact Us Contact Us