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Add New Patient/Edit Patients

You will be sent an invite/activation link so that you can edit the database right on site (this is different from the site's member page authentication but you are encouraged to keep the passwords the same for ease.

First: Navigate to the Collection "Patient Contacts" where you can add a new record or edit an existing record. When you  begin filling out the fields, pay special attention to the required fields. You can publish your changes when done. THIS COLLECTION IS MEANT FOR UNIQUE RECORDS.

Second: Go to the "Appointments" Collection and type in the name of the patient as well as choose the patient's contact record in the second Field. This pulls in and displays info from the Patient Contacts collection. Continue filling in other appropriate options. Uphold the format of 'Patient FirstName Last Name m/dd/yyyy' when entering the Name/Slug of the field. THIS COLLECTION IS MEANT FOR MULTIPLE RECORDS.

Draft status: This means the record is not ready to show up on the live site. Be sure to add all required fields, then click the arrow down button to choose Publish.

If there is any intake information missing or an update needed, please contact the site administrator.

Calendar Grid View

This displays appointments in the classical calendar view. All dates are shown. Due to limitations of the CMS and load time, only 2 weeks can be shown at at a time. Use the Calendar's navigation arrows to view more dates.

Click on 'View Details" to view all the information entered via the editor.

You can search for and update each record directly from the editor.

Calendar List View

This displays appointments in an easy to view list. Only available appointments are shown.

Click on 'View Details" to view all the information entered via the editor.

You can search for and update each record directly from the editor.