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DigiMEDSPA
EMR

Patients

Explore tools for adding, updating, and managing patient profiles, histories, and information for efficient patient care.

  • 22 guides
  • 177 steps
  • 119 screenshots
  1. Add / View / Edit Patient

    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.

    • 10 steps
    • 8 screenshots
    • 4 min read
  2. Update the Patient's Profile Photo

    This user guide provides clear, step-by-step instructions on how to upload and/or updating a patient's profile picture.

    • 9 steps
    • 5 screenshots
    • 2 min read
  3. Manage Patient Insurance Details

    Instructions for adding and editing insurance details for patients in the DigiMEDSPA EMR portal. Keeping insurance details up-to-date improves overall patient management and helps prevent billing errors and delays.

    • 6 steps
    • 4 screenshots
    • 2 min read
  4. Manage Patient Medical History

    DigiMEDSPA EMR Portal provides users with easy access to their medical history form, allowing them to conveniently update and review their information at any time. This user guide offers detailed instructions on how to add and keep patient medical history updated.

    • 14 steps
    • 11 screenshots
    • 5 min read
  5. How to Manage the Patient Wallet?

    This user guide provides instructions on efficiently viewing patient wallets and tracking wallet usage in the DigiMEDSPA Portal.

    • 12 steps
    • 7 screenshots
    • 3 min read
  6. How can a Patient Recover their Login Credentials

    This user guide provides step-by-step instructions on how a patient can recover their login credentials in the DigiMEDSPA Portal. It explains the password recovery process, including how patients can reset a forgotten password and regain access to their account securely.

    • 7 steps
    • 4 screenshots
    • 2 min read
  7. How to Access and Use Quick Actions in a Patient Profile

    This user guide explains how to access and use Quick Actions in a patient’s profile within the DigiMEDSPA portal. Quick Actions provide shortcuts for frequently used tasks, including Edit Patient, New Booking, New Procedure, Go to Billing, Quick Vitals Entry, and New Document, allowing you to manage patient information and actions efficiently from a single location.

    • 3 steps
    • 3 screenshots
    • 2 min read
  8. Set Patient Contact Preferences

    This user guide explains how to set and manage a patient’s contact preferences, including choosing preferred communication channels such as email, SMS, or chat. It ensures that patients receive notifications and messages according to their preferences.

    • 5 steps
    • 3 screenshots
    • 2 min read
  9. How to Add a Patient's Emergency Contact?

    This user guide explains how to add a patient’s emergency contact details quickly and accurately within the DigiMEDSPA Portal.

    • 4 steps
    • 4 screenshots
    • 2 min read
  10. How to Mark a Patient Active/ Inactive

    This user guide explains how to mark a patient as Active or Inactive in the DigiMEDSPA portal. Updating a patient’s status helps manage records efficiently by ensuring only active patients appear in scheduling and workflows, while inactive patients are retained for reference and reporting purposes.

    • 8 steps
    • 5 screenshots
    • 3 min read
  11. How Can a Patient Send Chat?

    This user guide explains how patients can easily send emails or start chats through the DigiMEDSPA Portal to communicate with the clinic.

    • 6 steps
    • 4 screenshots
    • 2 min read
  12. How to Add Referee Code Through the Patient Profile?

    This user guide explains how to add a referee code through the patient profile to track referrals accurately. It helps ensure proper attribution of referrals for reporting, rewards, or promotional purposes.

    • 7 steps
    • 4 screenshots
    • 3 min read
  13. How to View a Patient’s Good Faith Exam in Their Profile

    This user guide explains how to view a patient’s Good Faith Exam through their profile in the DigiMEDSPA portal. You can check whether a patient has filled out and signed a Good Faith Exam, ensuring all necessary evaluations are completed and properly documented before proceeding with treatments.

    • 4 steps
    • 4 screenshots
    • 2 min read
  14. View Patient’s Vitals Graph

    This user guide explains how to view a patient’s vitals graph within the DigiMEDSPA Portal. It helps you quickly interpret trends and changes in key health indicators over time.

    • 6 steps
    • 5 screenshots
    • 2 min read
  15. How to Pin a Document in the Patient Profile

    This user guide explains how to pin a document in a patient’s profile in the DigiMEDSPA portal. Pinning a document highlights important patient files, making them easily accessible at the top of the patient’s profile for quick reference during consultations, procedures, or follow-ups.

    • 8 steps
    • 6 screenshots
    • 3 min read
  16. Add / View / Edit / Delete Patient Vitals

    This user guide provides step-by-step instructions on how to manage patient vital information within the system. It covers how to add new vitals, view existing records, edit details as needed, and delete outdated or incorrect data to maintain accurate patient records.

    • 19 steps
    • 11 screenshots
    • 5 min read

Can’t find what you need?

Our team can walk you through any part of DigiMEDSPA, one-on-one.