The New Patient button will likely be the most commonly used feature in the PatientClear Dashboard. It allows members to register new patients in to PatientClear to begin a patient screening workflow that first qualifies the patient, then allows you to request documents and E-sign forms.


Once you register the new patient you are directed to the Patient's Summary page where you will be presented with the following modules:


  1. Medicaid Eligibility Screening - Walks you through a question-and-answer session with the Patient to see if they likely qualify for Medicaid. We gather needed documents and e-sign forms at the end of the session.
  2. Documents & E-sign Forms - Directly request documents and e-sign forms from the patient. We notify them to upload and e-sign and digitally transfer the forms back to you.