Typically, accounts are created in bulk when a new company is onboarded to the Amaze platform. However; occasionally we may need to create a single account for employees outside of their normal enrollment time. This can happen if an employee has a sudden medical need just before they are due to be added or if they somehow otherwise missed the enrollment through file error, etc.
1. Search for the patient on the Patient Management screen before creating an account to ensure we don’t have one for them already.
2. Confirm the following information with the patient (spelling counts!):
First Name & Last Name
Date of Birth
Email Address
Phone Number
City & State
Company Name
3. Go to the following link and fill in the information there. The only fields that are required are marked with a red asterisk*: Create New User – Single Account Creation
If you gathered any additional details, you can add those also, but they can also be added later. Only the asterisk fields are required to proceed.
4. Search for the account you just created on the Patient Management screen, and add a call note to the record you just created.
5. All accounts that are active should have an Activation Code (AC). This is a code that identifies which company/client the patient is associated with. Any of the trainers can help you with this information.
6. Once we have started helping the patient medically, send an email to a member of the Account Management team (feel free to ask a trainer for this info), letting them know we created a new account for Patient X for Company Y. That way, they can update the roster for billing purposes.