Skip to main content

How to Create a Request for a Patient

This article explains how to manage patient requests within EMERGE.

Written by Luiz Uggioni Savi

1. Introduction

You will learn how to navigate patient records, update demographic information, and send requests effectively.

Introduction

2. Access Patient Records

Click "Patients" to open the patient records section in EMERGE.

Access Patient Records

3. Select Patient Profile

Click on the patient to select the specific patient profile you want to manage.

Select Patient Profile

4. Open Request tab

Click "Request" to view and edit the patient's requests details.

Open Request tab

5. Add New Request Entry

Click "add" to begin adding new request information for the patient.

Add New Request Entry

6. Select a practitioner

Click "From" to choose the origin of the patient request.

Select a practitioner

7. Select a template

If your clinic already has a template set up for this, you can select it by clicking the star icon. When you click it, you’ll be able to choose between your templates or the clinic’s general templates.

Select a template

8. Access Patient Message Field

Click "Message for patient" to focus on the message input area for patient communication.

Access Patient Message Field

9. Attach files

Click here if you’d need the patient to attach the necessary files for your review.

Attach files

10. Send Patient Request

Click "Send request" to submit the patient request and notify the patient accordingly.

Send Patient Request

This article demonstrated how to send patient requests using the EMERGE.

Did this answer your question?