Quick Start (Manual Entry)
- Go to Patients in the left menu.
-
Click Add Patient → Manual Entry.
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.- Go to Patients in the left menu.
- Click Add Patient in the top right corner.
- Select From File .
- 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.
- Click Upload and Extract Data.
- Review the pre-filled form. Correct and add anything that looks off before continuing.
- 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.
- 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
- 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.
- Click Create Patient.
Option B — Manual Entry
Use this when you’re adding a patient from scratch1. Open the Form
- Go to Patients in the left menu.
- Click Add Patient in the top right corner.
- Select Manual Entry.
2. Fill in Personal Details
Enter the patient’s information in the Personal Details section:| Field | Required? | Notes |
|---|---|---|
| First Name | Yes | |
| Last Name | Yes | |
| Date of Birth | Yes | Format: MM/DD/YYYY |
| Middle Name | No | Helpful for common names |
| Address | No | |
| Phone Number | No | If no date of birth is provided, it will be a required field. |
3. Add Insurance (right in the form)
- Scroll to the Insurance Information section at the bottom of the form.
- Click + Add Payor.
- In the Insurance Provider dropdown, select the correct insurer.
- Enter the Insured Member ID.
- Click Create to confirm the payor.
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.
If the Insurance is not on the dropdown, please follos the Insurance Guide.
4. Set the Workflow Stage
Scroll to Additional Details and select the Workflow Stage the patient should start in.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.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.- Open the patient’s profile.
- Click Actions in the top right corner.
- Select Run Verification of Benefits.
Troubleshooting
| Problem | Fix |
|---|---|
| File upload didn’t extract the name correctly | Correct the field manually before clicking Create Patient. Low-quality scans may not extract well. |
| Insurance provider not found in the dropdown | Check that the insurer has been added to your settings. Contact your admin if it’s missing. |
| Patient was created in the wrong workflow stage | Open the patient’s profile, click the edit icon on their record, and update the stage. |
| Duplicate patient record created | Search for the patient before creating them. If a duplicate exists, contact your admin to merge the records. |