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CarePro Web: Add New Owner (Patient)

 

ADD A NEW OWNER (PATIENT)

To add a new Owner (Patient), navigate to the Owners tab on the bottom of your Dashboard. Then, click on the blue “Add” button at top left.

  

 

A “Create Owner” field will open. Click in each section to type in the details.

  

Note: you may have to scroll down to see all the fields.

 

Then, add phone numbers by clicking on the lines “Mobile Phone” and “Home Phone”, and set whether or not it is the primary contact number by sliding the toggle, at bottom right.