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DigiMEDSPA EMR
DigiMEDSPA CONNECT ™
Add / View / Edit Patient
This user guide offers detailed, step-by-step instructions on how to add, edit, and view a patient profile within the DigiMEDSPA portal. By following these instructions, admins and authorized users, including providers and employees, can manage and update patient information.
Understanding Terminologies
Patient
A patient refers to an individual who receives any services or treatments under cosmetic or health procedures at your Med SPA. While Med SPA patients often seek cosmetic improvements or rejuvenation, maintaining accurate patient information is essential for quality care, reliable records, minimizing medication errors, regulatory compliance, and effective communication.
Access this link: https://digimedspa.com/ap2/patients
Add a Patient
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- You can navigate the “Patients App” from 3 entry points:
- From the EMR Board Tabs, select “Patients”.
- From the EMR Panel, click on “Patients” under “EMR Board”.
- From the Left Navigation, click on the “EMR Board” dropdown and select “Patients”
Note: You are now in the Patients module, where a complete list of all patients is displayed. You can select any patient from the list and click the three dots in the action column to access options for viewing, editing, creating cosmetic and health procedures, and managing billing for the selected patient. 
- From the EMR Board Tabs, select “Patients”.
- To add a patient, click “New Patient.”
- Please complete the required information in the Patient Profile, including the First and Last Name, Email, Phone Number, Profile Picture, SSN (Social Security Number), Emergency Contact Name, Emergency Phone Number. Gender, Nick Name, Date of Birth, Address, City, State, Zip Code and Country. Check marking Do Not Contact and Aspire Credit options and filling tags field are optional.
Note: “Do Not Contact” marks the patient as someone who should not be contacted for marketing or follow-ups, ensuring compliance with their preferences. “Tags” are custom labels used to categorize and organize patients based on specific attributes or needs for easy identification in the portal. The “Aspire Credit” or any other third party credit option available is for tracking patient credits through Membership Programs for eligible services and products. - Click “Create Patient”, after filling in all the required information.
Note: When a new Advance or Express Booking is made online for a new patient, our portal automatically generates a profile for them in the Patient List. If the profile is created through the booking process from the provider or employee's end, some required fields may remain incomplete, which they can fill in later.
View Patient Profile
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- To view a patient's profile, click anywhere on the patient's data in the patient listing, or click the three dots in the action column next to the specific patient and select 'View Patient Profile’.
- Upon entering the Patient Profile page, the user will find a comprehensive summary of all patient details.
- The Patient Profile View offers access to comprehensive patient information, including Bookings, Medical History, Procedures, Invoices, Treatment Plan, Patient Notes, Insurance Details, Memberships, Referral Logs, Reward Ledgers, Paper Work, Wallet, and Wallet Usage. It provides a complete overview of each patient's data and history, enabling authorized users to easily navigate and manage all aspects of patient details efficiently.
- To access the patient’s billing information, click the “Go to Billing” button in the top right corner of the screen.
Edit a Patient
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- You can edit an existing patient from three points.
- From the added patients list, click on three dots under the action column and select "Edit" for the specific patient.
- Go to the Patient’s Profile and click the "Edit Patient" button in the top right corner.
Note: You can open the patient profile by clicking the three dots in the Action column next to the patient and selecting 'View Patient Profile,' as demonstrated in the previous steps. - And finally, from the patient’s profile, you can hover over 'Actions' under the patient's name and select 'Edit.'
Note: The patient information form will open in edit mode from all three points.
- From the added patients list, click on three dots under the action column and select "Edit" for the specific patient.
- From here, edit the information you would like to change and click "Update Patient"
Once everything is saved, you’re all done!
