On the web app, you can now add multiple patients to a claim.
You can add multiple individual patients or a group. Simply select ‘individuals’ or ‘groups’ then search by name and add as many as you’d like.
Here's a quick tutorial showing you how:
If you think you'll use this feature for the same patients often, we recommend adding those patients to a group so that you can add them that much quicker.
How to create a patient group on the web:
- On the web, click on Groups in the navigation bar on the top-left.
- Then click on '+ New Group.'
- Create a name for your group and click 'Create Group.'
- Then go ahead and add your patients.
Here's an example of a group we created called 'Van. Clinic':
Keep in mind that any patient group you've created on the mobile app will also show up under groups on the web app.