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You can add a new patient to Solum directly from the Patients section. There are two ways to do it: upload a file (like a referral or insurance card) and let Solum extract the details automatically, or type everything in by hand. This guide covers both.

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Quick Start (Manual Entry)

  1. Go to Patients in the left menu.
  2. Click Add Patient → Manual Entry.
    Upload Patients

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Option A — Create from a File

Use this when you have a referral form, insurance card, or authorization document on hand. Solum will read the file and fill in the patient’s details automatically.
  1. Go to Patients in the left menu.
  2. Click Add Patient in the top right corner.
  3. Select From File .
  4. Drag and drop your file into the upload area, or click to browse.
Supported file types: PDF, JPG, PNG. To create a patient, you’ll need either the patient’s first name, last name, and date of birth, or the patient’s first name, last name, and phone number.
  1. Click Upload and Extract Data.
  2. Review the pre-filled form. Correct and add anything that looks off before continuing.
  3. Choose the workflow stage where you would like to create the patient. If it is for an insurance verification, you can select the Needs VOB stage.
  4. If the file includes insurance information, Solum will automatically populate the payor details. If not, scroll to the Insurance Information section and select the insurance from the dropdown. If it is not already created, you can also create it directly from the dropdown
  5. If you need to add a secondary payor, click on Add Payor. If the insurance is not listed in the dropdown, please follow the Insurance Guide.
  6. Click Create Patient.

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Option B — Manual Entry

Use this when you’re adding a patient from scratch

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1. Open the Form

  1. Go to Patients in the left menu.
  2. Click Add Patient in the top right corner.
  3. Select Manual Entry.

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2. Fill in Personal Details

Enter the patient’s information in the Personal Details section: (Optional)Then fill in Contact Information — additional phone, and email.

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3. Add Insurance (right in the form)

  1. Scroll to the Insurance Information section at the bottom of the form.
  2. Click + Add Payor.
  3. In the Insurance Provider dropdown, select the correct insurer.
  4. Enter the Insured Member ID.
  5. Click Create to confirm the payor.
If you don’t have the Member ID on hand, you can skip this step and add the payor later from the patient’s profile.
You can add multiple payors (primary, secondary) by clicking + Add Payor again after saving the first one.
If the Insurance is not on the dropdown, please follos the Insurance Guide.

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4. Set the Workflow Stage

Scroll to Additional Details and select the Workflow Stage the patient should start in.
If you’re not sure, start the patient in Needs Insurance Verification. This puts them in the right queue for the team to run their eligibility check.

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5. Create the Patient

Click Create Patient at the bottom of the form. A patient detail page will open with all the information you entered.

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After Creating the Patient

Once the patient is created, you can: Run a Verification of Benefits (VoB) If the patient was not placed in Needs Eligibility & VoB, you may need to trigger this manually.
  1. Open the patient’s profile.
  2. Click Actions in the top right corner.
  3. Select Run Verification of Benefits.
The Solum team will take it from there.

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Troubleshooting