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How to Add a New Patient

Updated over a year ago

In order to create a Trip on the Trip Assistant platform, you need to associate the ride with a patient. If the patient has not yet taken a trip with your company, they’ll need to be added as a new patient.

How-To Video

Step-by-Step

There are two ways you can add new patients:

Adding a new patient when creating a trip

  1. When Trip Assistant first opens, you start at the Create Trip menu. If not, navigate there by clicking on Create Trip in the left hand side menu.

  2. Click on New Patient to open the new patient form

    New Patient Button.gif
  3. Complete the form, including the minimum required information (these fields have asterisks) and finish by clicking Create at the bottom of the form.

    Screen Shot 2022-11-23 at 10.57.41 AM.png

Adding a new patient from the patients table

  1. Navigate to the patients table by clicking on Patients in the left hand side menu.

    Click on Patients.gif
  2. Next, click on Create New Patient in the upper right to show the new patient form.

    Screen Shot 2022-11-23 at 11.08.07 AM.png
  3. Complete the form, and finish by clicking Create at the bottom of the form.

Still need help? Send us an email at support@kinetik.care, start a live chat on the platform, or call us at 631-593-2594 ext. 1. We're available from 9a-6p Eastern Standard Time.

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