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How do I add a patient to my Dashboard?

Quick instructions on how to add a new patient to your Dashboard

Levi Garcia avatar
Written by Levi Garcia
Updated over 3 years ago

Adding New Patients

  1. To add a new patient to your Dashboard, simply click on the "Add Patient" tab on the left sidebar of CAST.  

  2. Fill out the required fields on the new patient form. The optional fields are not required, but may make it easier to identify a patient in the future.

  3. Click the "Save" button. Your new patient should appear in the "Your Patients" box on your Dashboard.

  4. Once you have added that Patient you can click on the patients name to visit their profile to review their information and place an order. 

Adding Existing Patients

  1. To add an existing patient to your Dashboard, simply click on the "All Patients" tab on the left sidebar of CAST.

  2. Type your patient's name in the search bar at the top of the page.

  3. Click on your patient's name, which will lead you to their Patient Info page.

  4. Click the "Follow Patient" icon at the top left near the "Patient Info" text. The icon should change colors from gray to orange.

  5. Go back to your Dashboard. Your newly added patient should be there!

Check out our How-To video: Adding a Patient 

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