Creating a new participant in Upvio is a straightforward process that helps you manage participant information and streamline scheduling.
Follow these simple steps to add a new participant to your Upvio account:
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Log in to your Upvio account.
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Go to the Participants section.
Each participant is uniquely identified by their email address, and they will automatically be added to the patient portal once they submit a form.
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Click the New participant button and enter the participant's details.
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Click Save.
That's it! Your new participant has now been added and is ready for appointments.