How to Create Patients
Patients can be created individually in Adit. It will sync back to your EHR. The mandatory fields required for creating a Patient in Adit will match the mandatory field requirement of your EHR
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How to Create Patient Segments
Adit will allow you to create segments for patients. Once a segment is created, practices can use them to follow ups, mass texts and email campaigns Patient Segments There will be a set of pre-defined segments created by Adit. You will have the ...CRM – Patients
The Patients record type contains all patient records associated with your practice. Patient records can originate from either: Your EHR/PMS Adit Any patient record created in Adit is automatically synced to your EHR/PMS, and any patient record ...How to Create Leads
Leads can be created individually or via bulk upload To create Leads, click on the Add Lead button on the Leads page To create Leads individually, provide the Lead info and click Add. First Name, Last Name and Phone Number is mandatory for creating a ...How to Create Contacts
Contacts can be created individually or via bulk upload To create Contacts, click on the Add Contact button on the Contacts page To create Contacts individually, provide the Contact info and click Add. First Name and Last Name is mandatory. You can ...How to Create Lead Segments
Adit will allow you to create segments for Leads. Once a segment is created, practices can use them to follow ups, mass texts and email campaigns Lead Segments There will be a set of pre-defined segments created by Adit. You will have the option to ...