What is the best way to add patients to a project?

Tealio empowers you to choose the best method that suits your needs, add patients prior and during the health assessment day. Adding a patient can be easily accessed from anywhere in the project via the Quick Actions on the right side of the Project's Navigation.

Share a link to the online registration form

Sharing a link in advance is usually the most convenient way to prepare for the coming upcoming health assessment. This link can be distributes through email or text message.

Learn how to Customize the project's registration form.

Share a QR Code

The QR code links to the project’s online registration form. Download the QR code and share in your brochures, or print it out and place it at the waiting room for the patients to scan and fill up while waiting for the health assessment.

Go to the Project Settings > Customization > Customize Pages > Generate QR Code.

Upload patients list via a CSV file (bulk import)

When the patients list is provided prior to the assessment day, you can easily upload the spreadsheet within a few clicks of a button using the “Add patients from a CSV file” tool. Click here to read more

Add patient form

Having the patients consent and information available on the platform in advance has its benefits. However, adding patients manually is always an option too and can be done during the medical evaluation together with the patient.

What's Next?

Registered patients can be viewed on the Project Dashboard under the “Pending Screening” list and at the Patients tab.