Helpdesk

1. Creating an account

Firstly, you will need to create a third party account. This can be done when you create a new patient or attach an existing patient to this account, (if a new patient, you may skip the 'Existing Patient' section).

New Patient

Create a new patient, and when prompted to attach, select the 'Third Party' option:

Existing Patient

Edit the patient and click on 'Attach To':

If you just want the patient on the third party account then choose Transfer to another account. Otherwise attach to multiple (duplicate) the patient if there is a possibility of a requirement of re-accessing the patient's personal account:

Choose Account

Search for the account:

If it doesn't find it, it will prompt you to create the third party account.