Adding a New Patient

Adding a new patient to the platform is simple, but you are required to have the appropriate permissions. This article outlines how to add a new patient to the platform. If you do not have this permission enabled, please contact your Greenspace team lead.

Add Patient form 

We recommend using the Add Patient form as the primary way to add new patients to the platform.

Patient Information

Step 4: Add any tags that are relevant for the patient. Note that tags can be added or modified at any time.

Patient Access

By default, the first option is Complete assessment via kiosk or in-session is selected for the completion method.

If you wish to enable remote delivery of assessments without the requirement to create an account, select the option Complete assessment via email or text. With this option users cannot log in to view their results, but will get notifications to complete their assessments.

Selecting the option Invite to create account enables the existing option to send a patient an account invite to complete assessments and view their results. Inviting the patient to create their own account is optional. Consider whether having the patient create their own account is clinically appropriate. Having the patient create an account, allows patients to sign in and see their progress remotely.

Under Contact Method, you can select to send the assessments and account invite via email or SMS.

Step 6: Select the relevant assessments for the patient. 

• You can select any number of assessments from each of the four categories.
• The drop menu shows whether you are viewing Adult or Child Assessments. To switch between viewing adult and child assessment use the dropdown menu by selecting Adult Assessments then Child Assessments.

Step 6b: Edit delivery settings

Select Edit to customize the start date, frequency, or limit of an assessment.

Step 7: Select whether you would like to complete baseline assessments for the patient. 

• If Yes, the patient will be added to your Patient List, and in the next step, you can decide how the selected assessments will be delivered.
• If No, the patient will be added to your Patient List and the selected assessments may be completed at a later time.

Click here for more information about baseline assessments. 

Step 9: Select Create Patient. 

End Result: Patient is added to your Patient List.