Collaborative Care - Patients - Test Patients

For testing purposes, it can be useful to create test patients in the system in order to review and test functionality.

Creating a New Test Patient

  1. Navigate to the "Patient Search" tab.
  2. On the top right corner, select "Add New Patient".
  3. After inputing the initial information, select the "This is a Test Patient" checkbox.
  4. Continue to add the prompted demographic information and press "Save".

Searching for Test Patients


If a patient does not appear in the standard "Patient Search" tab, it may be because they are marked as a test patient. Follow the steps outlined below to search for Test Patients.


  1. Click the dropdown menu to the right of the user's name.
  2. Switch the "Viewing Test Patients" toggle to "On".
  3. Select the "Patient Search" tab and search the desired Test Patient. In this outlook, only test patients will appear.

Editing an Existing Test Patient

  1. Click on the Test Patient you wish to edit.
  2. Select "Edit Demographics" in the "Patients Info" panel.
  3. Unselect the checkbox labeled "This is a test patient".
  4. Press "Save".