Overview
Patient admission is the process of adding a new patient to your facility in the AllCare platform. Use the “Admit Manually” feature to enter patient information and begin their care journey.Patients must be admitted before they can receive services, be assigned to providers, or have visits scheduled.
Before You Begin
Ensure you have the following information ready:Admitting a New Patient
1
Navigate to Patients
Click Patients in the left sidebar navigation
2
Click Admit Manually
Click the “Admit Manually” button in the top-right corner of the patient list
3
Enter Patient Demographics
Fill in the patient information form:Required Information:
- First name
- Last name
- Date of birth
- Gender
- Middle name
- Preferred name
- Contact phone
- Email address
- Room/unit number
4
Add Emergency Contact
Enter emergency contact details:
- Contact name
- Relationship to patient
- Phone number(s)
- Email (optional)
5
Enter Medical Information
Complete the medical profile:
- Allergies - List all known allergies (or note “NKDA” for No Known Drug Allergies)
- Current medications - List medications patient is currently taking
- Medical conditions - Primary diagnosis and other conditions
- Special needs - Any special care requirements
6
Add Insurance Information
If applicable, add insurance details:
- Primary insurance provider
- Policy number
- Group number
- Secondary insurance (if any)
7
Save Patient
Click Save to create the patient record
After saving, the patient will appear in your patient list. The AllCare Operations team will handle provider assignment and service configuration.
What Happens After Admission
Once you admit a patient:| Step | What Happens | Who Does It |
|---|---|---|
| 1 | Patient record created | You (Facility) |
| 2 | Patient appears in system | Automatic |
| 3 | Services configured | AllCare Operations |
| 4 | Provider assigned | AllCare Operations |
| 5 | Patient becomes active | Automatic |
| 6 | Visits can be scheduled | Provider/Operations |
The AllCare Operations team handles the enrollment process after you admit a patient. You’ll be notified when the patient is fully enrolled and assigned to a provider.
Required vs. Optional Fields
| Field | Required | Notes |
|---|---|---|
| First Name | ✓ Yes | Legal first name |
| Last Name | ✓ Yes | Legal last name |
| Date of Birth | ✓ Yes | Must be valid date |
| Gender | ✓ Yes | Select from options |
| Room/Unit | Recommended | Helps with care coordination |
| Phone | Recommended | For communication |
| Emergency Contact | Recommended | Critical for emergencies |
| SSN | Recommended | Required for insurance billing |
| Insurance | Recommended | Required for billing |
| Allergies | Recommended | Important for patient safety |
Common Scenarios
Patient is being transferred from another facility
Patient is being transferred from another facility
When admitting a transfer patient:
- Click “Admit Manually”
- Enter patient with new admission date
- Request records from previous facility
- Note transfer details in the patient notes
- List all current medications
- Save and contact AllCare Operations if urgent services needed
Patient needs urgent care immediately
Patient needs urgent care immediately
For urgent admissions:
- Click “Admit Manually”
- Enter minimum required information (name, DOB)
- Add note: “URGENT - Immediate care needed”
- Save the patient record
- Contact AllCare Operations directly: 949-570-7750
- Complete remaining patient information within 24 hours
Patient information is incomplete
Patient information is incomplete
If you don’t have all patient information:
- Enter what you have (minimum: name, DOB)
- Add a note indicating which information is pending
- Save the patient record
- Update information as it becomes available
- Do not delay admission for non-critical missing data
Patient refuses to provide certain information
Patient refuses to provide certain information
If patient declines to provide information:
- Document what information was declined
- Add a note explaining the patient’s preference
- Complete admission with available information
- Ensure legally required fields are filled
- Information can be added later if patient changes mind
Data Entry Best Practices
Troubleshooting
Admit Manually button is not visible
Admit Manually button is not visible
Duplicate Patient Warning
Duplicate Patient Warning
If the system detects a possible duplicate:
- Review the existing patient shown
- Check name and date of birth carefully
- If same person: Use the existing record instead
- If different person: Confirm new patient creation
- Add distinguishing info to avoid future confusion
Can't save patient record
Can't save patient record
Common Issues:
- Required fields are missing - check for red validation errors
- Invalid date format - use MM/DD/YYYY
- Network connectivity issue - check your internet
- Session expired - log out and log back in
Patient not appearing in list after saving
Patient not appearing in list after saving
Check:
- Refresh the page
- Clear any active filters
- Search for the patient by name
- Verify the save was successful (look for confirmation message)
After Admission
Once the patient is admitted:View Patient Profile
Access complete patient information
Manage Medications
View and coordinate medications
Schedule Visits
Once provider is assigned, schedule visits
Get Help
Contact support
Need Help?
Contact Support
Questions about patient admission? Reach out to our support team.Phone: 949-570-7750Email: [email protected]