Table of Contents
Accessing Patient Profiles
Patient profiles can be accessed in one of four ways:
Through the Patients tab
The Patients tab allows access to any profile by providing the ability to search through the entire patient list. Go to the Patients tab found on the left side of the dashboard:
Tip: Use the search bar at the top of the page to find patients by first name, last name, phone number, date of birth, or health card number. Select a result to open the patient’s profile.
Through the Calendar Tab
Select the Calendar tab found on the left-hand side of the dashboard. The calendar displays all scheduled appointments. Selecting an appointment card opens the corresponding patient profile.
Through the Appointments Tab
The Appointments tab provides access to any patient profiles, including those with previous consultations or upcoming appointments. Select the Appointments tab from the left-hand navigation panel, then use the Filter/Sort button at the top of the page to search and narrow results by specific criteria.
Through the Dashboard Tab
The Dashboard tab displays all patients with upcoming consultations. Appointments scheduled for the current day are listed under the Appointments Today column. Selecting a patient from the list opens their patient profile directly.
Creating Patient Profiles
Patient profiles can be created in MedMe in one of two ways:
Patients sign up for a service through the patient-scheduling link
Through the Patients Tab in the pharmacist portal
Navigate to the Patients Tab in the platform.
Select Add New Patient in the top right-hand corner.
Enter the First and Last name, one method of contact information (i.e. at least one phone number OR an email address), and the patient's date of birth.
Tip: Patient profiles can also be created when booking an appointment directly for a patient
Import Patients from CSV
MedMe allows you to upload a CSV file of patient records, making it easier to add multiple patients at a time.
How to Upload a CSV File
Navigate to the Patients tab
Click the "Import Patients" button at the top right of the page.
Upload Your File
A modal will appear, allowing you to drag and drop or select a CSV file from your computer. Follow the required format (sample CSV file) for patient data.
Once uploaded, MedMe will automatically validate your file and attempt to match the required fields.
Resolve Any Errors
If there are any formatting issues or missing data, they will be highlighted in real time.
You can fix errors directly in the interface before proceeding to import the patients into your MedMe account.
Successful Import
If no errors are detected, by clicking on the Import button, the patient data from the CSV file will begin to start importing
Within a few seconds, refresh the Patients page to see the newly added records.
Reminder: Ensure the CSV file follows the required format for patient data. A sample CSV file is available for reference when formatting fields for import into MedMe.
Please Note: CSV files containing more than 1000 patients will need to be split and imported one at a time.
Tip: For assistance with CSV imports, contact MedMe Support. A member of the support team can help ensure the file is formatted correctly and the import is completed successfully.
Editing Patient Profiles
When creating new patient profiles, the MedMe platform only collects basic information to allow for easy patient sign-ups and quick additions by the pharmacist. Oftentimes, patient data may need to be changed or added to allow for a more complete patient profile.
Access the patient's profile.
Select the Edit button next to the Patient Profile header.
Make the necessary changes to the patient's profile fields.
Select the blue Save button to confirm and apply all changes.
Deleting Patient Profiles
Deleting patient profiles may be necessary if multiple patient profiles have been created for one patient. Deleting patient profiles should only be done if there are no completed consultations documented within the profile. To delete a patient profile:
Navigate to the patient profile that needs to be deleted.
Select the 3 dots beside the patient's name.
Select the Delete option.
If there are still active or completed consultations on the patient's profile, a prompt will notify to "Cancel" these consultations before having the ability to delete the profile.
If all the consultations attached to the appointment have been cancelled, selecting the DELETE button will open a pop-up to confirm the action.
Merging Patient Profiles
Navigate to their patient profile, select the three dots beside their name, and confirm Merge Patient.
Search the patient's duplicate profile, and click Continue.
Compare the patient information and select which information to keep from each profile.
Please note: If each profile has unique consultations they will all be included in the merge. Consultations will not be cancelled or deleted. Once the correct information has been verified, Confirm the Merge.
Enable Automatic Merging of Duplicate Patients
Go to the Settings page of the account, click on the section called "Patient Merge"
Click the toggle on the right hand side of the page to enable the feature
Once enabled, the task will be scheduled to look for duplicate patients and merge them automatically if they match on name, date of birth, and contact information
Please Note: If duplicate patients don't match the criteria for automatic merging, you will need to merge the specific patient manually via the patient profile.
Note: The task is scheduled to run nightly and will not start running when you enable the toggle. The last run time and the number of patients that were detected as duplicates and merged is listed on the settings page.
Have questions or looking to add new modules to your MedMe platform? Email us at care@medmehealth.com, or message us via live chat!