Add a patient

Add the patient

1. Open Patients and press Add patient.
2. Type the First name and Last name. Everything else on the form is optional.
3. For the home address, type the house number and street in Street address, then pick the address from the list.
4. Fill in anything else you know now, such as Start of care, Referring physician, Agency, Patient contacts and Home environment.
5. Press Add patient. Logicly saves the patient and opens their record.

With no patients yet, the Dashboard shows Start with your patients, with Import from a sheet and Add patient. If you already keep your caseload in a spreadsheet, you can import it instead.

If you leave the page with changes not saved, Logicly asks first.

What each part of the form holds

• Patient informationFirst name and Last name are needed. Middle name, Preferred name and Phone are optional. Phone takes a 10-digit US number.
• Home addressOptional. Where the patient is staying. Once you type in any line, Street address, City, State and ZIP code are all needed. Apartment, suite or unit stays optional.
• Admission informationStart of care is the first day of care, and the 60-day cert periods count from it. Leave it empty while you don't know it. Pick the Referring physician from your list, or press Add a physician.
• AgencyChoose the agency the patient belongs to, or leave No agency. Add an agency takes you to Settings, Agencies. Press Save and return to patient to come back with the new agency chosen.
• Patient contactsPress Add contact for each person who manages the patient's care: Contact name, Contact number and Relationship to patient. Tick Call this contact to schedule visits for the one you call. Only one contact can have it.
• Home environmentHow to get in, Parking, Pets and safety, Precautions, Smoking in the home and Safety notes, up to 500 characters. Each visit shows it.
• NotesAnything you want to remember about the patient, up to 2,000 characters.

If it isn't working

• No matching address yetThe address search has not found that street yet. Keep typing the house number and street, or fill in City, State and ZIP code yourself.
• We could not find that address. Check it, add the ZIP code, or pick it from the list.Nothing was saved. Check the spelling and the ZIP code, or retype the street and pick a match from the list. If it still won't save, clear the address lines and add the patient without an address. You can add it later with Edit patient.
• Address search is not respondingUnder Street address, it means the list of matches is down for a moment. Type the whole address yourself. When you save, it means nothing was saved. Wait a minute and press Add patient again.
• Fix 2 fields before savingThe message at the top names each field to fix, and each field shows its own message, such as Enter the last name. or Enter the ZIP code.
• The agencies could not be loadedReload the page to try again. Your agencies are still there.
• Add patient is lockedWhen your free month or plan has ended, Logicly is read only. You can see everything but not change it. Open Settings, then Billing, to pay and make changes again.

Still stuck? Email support@logicly.ai and tell us what you see on screen. Leave out patient names and details.