Your EMR data is seamlessly integrated in real-time with WELL. This means that a patient will not exist in WELL until it has been created in your EMR and has an appointment with one of your WELL practices. Thus, if you need to add a patient, the best place to start is scheduling them an appointment in your EMR.
However, if it has been a while since a patient has had an appointment with you but you still want to reach out to them via WELL, or if a patient texts your practice's line without having an appointment, you can manually add an unverified patient into WELL.
Note: Adding unverified patients should be a temporary solution to contact a patient; creating an unverified patient does not sync the information back to your EMR, and it limits your communication abilities with that patient. Unverified patients can only receive Unsecure Manual Messages and they cannot view demographic information.
If you find yourself manually adding patients frequently, please contact us at email@example.com so we can look at other, more sustainable options.
To Manually Add a Patient:
- Make sure you first search WELL to verify that the patient is not already present in your specific practice.
- If the patient is not found, click on the plus sign at the bottom of your most recent view to add the patient.
- Enter the patient's First Name, Last Name, and Mobile Phone, as well as the practice's phone line that you would like to use to communicate with them.
- The patient will show up with a question mark next to their name to indicate to you that they're unverified.
NOTE: Depending on your practice settings, you may or may not have permission to manually add a patient. If not, please contact your practice administrator.
Frequently Asked Questions
- If I add an unverified patient, will they also display as unverified in other WELL practices at my organization?
- No. Unverified patients are practice-specific, so if a patient exists in Practice A but then texts a response to Practice B they will show up as a separate unverified patient in Practice B.
- What if the unverified patient then schedules an appointment with our practice?
- If the patient's phone number matches the phone number associated with their record in your EMR, the demographic and appointment information will flow from your EMR into WELL and update the patient in WELL. In this instance, the information entered into your EMR is the source of truth and will overwrite any temporary information added in WELL.
- What if the unverified patient shares a phone number with another person (like a family member or a friend)?
- If the unverified patient schedules an appointment in your EMR, then the unverified patient's temporary information will be overwritten in WELL. If the family member of the unverified patient schedules an appointment first, the family member's information will flow into WELL and overwrite the unverified patient's information.