How to Add or Edit a Patient in Nsight

Adding a New Patient

1. Navigate to the Patients Page
   • On the Appointments page, click Patients in the left-side panel.
2. Create a New Patient
   • Click New Patient at the top-right corner.
3. Enter Patient Details
   • Fill in the required fields, including name, date of birth, and other relevant information.
   • Use the MM/DD/YYYY format when entering the date of birth (e.g., 03/18/1980).
4. Save the Patient Record
   • Click Create to finalize the entry.

Editing a Patient Record

1. Locate the Patient
   • Use the search bar to find the patient by name.
2. Edit Patient Information
   • Click the three-dot menu next to the patient's name.
   • Update the necessary details and click Update to save changes.

Filtering Patients

1. Sort by Provider
   • Use the Provider drop-down menu to filter by a specific provider.
   • Patients without an assigned provider may appear as Unspecified.