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Adding Patients to Projects

For the simplest use cases, it is not necessary to explicitly add patients your HealthEx project. You can simply send your patients a generic link that points to your the patient experience for your project, and when they respond, they will automatically be added. You can find this link from your Project Manager by going to Add Patients -> Share patient experience with QR code or link. This well for the following scenario:

  • You plan to send requests to patients yourself, for example, using your own email or text messaging system
  • You do not need to associate an external id with a patient
  • You don't need to keep track of outstanding requests to patients in HealthEx, for example, you have a separate system that keeps track of patients
  • You don't need HealthEx's analytics on patient response rates

If you want to associate an external id with a patient, so that you can use your organization's own identifiers to refer to a patient, you can generate a unique patient experience link for each patient. This link will include the patient's external id. As a result, when the patient responds, you will be able to objectively recognize them by this unique identifier. This works best when:

  • You plan to send requests to patients yourself, for example, using your own email or text messaging system
  • You need to associate an external id with a patient
  • You don't need to keep track of outstanding requests to patients in HealthEx, for example, you have a separate system that keeps track of patients
  • You don't need HealthEx's analytics on patient response rates

For more on generating unique links, see Adding Patients by Unique Link.

Add Patients Explicitly​

You will need to add patients explicitly to your HealthEx project if you need at least one of the following:

  • You would like HealthEx to send requests to patients on your behalf (both email and text messaging are supported)
  • You would like to use HealthEx to keep track of outstanding requests to patients
  • You would like to take advantage of HealthEx's analytics on patient response rates

Adding Patients from Project Manager​

The HealthEx Project Manager has an extensive capability to add patients to a project. You can add a patient from the Project Manager by clicking on the Add Patients button in the top right. You can choose to add one at a time by choosing the Add patients manually option, or import them from a CSV by choosing Add patients from a file.

This approach is probably most convenient for smaller number of patients where you don't need any advanced integration with your existing systems.

Adding Patients via API​

HealthEx offers an API that lets you add patients in an automated, scalable way. This approach is recommended for large number of patients or if you need to integrate HealthEx with another system.

For more on adding patients via API, see Add Patients by API.