Managing Patients

Learn how to edit, upload and manually create your patient profiles within the portal or from your EMR.

• How to use the Activity Section
• How to Open a Patient's Profile
• Add or Edit a Patient’s Insurance Information
• How to Edit a Patient's Profile
• How to Upload Patient Profiles to Auxita from your EMR
• How to Create a Patient Profile
• Patient Export from Accuro EMR
• Invite a Patient to Auxita
• Requesting Documents through Auxita
• How to Complete a Document Request
• Patient Consent for Referral Enrolments
• How does an EMR (EPIC) Integration work in Auxita
• How to Merge Duplicate Patient Profiles
• Health Overview: Adding, Editing or Deleting Measurements
• How to use the Patient’s Health Overview Section
• Health Overview: How to export a Patient's Measurement Summary
• Store your Patient’s Preferred Pharmacy in Auxita
• How to Import a list of Pharmacies to Auxita from your EMR
• How to Create a Program Patient Profile
• Record Financial Assistance Card information on a Patient Profile