User guide

Also, a username and password is required when you set up the link to a patient’s CareLink
Personal account. The patient must be present to supply this data.
Adding new profiles
Each time you add a patient to the CareLink Pro system, you must start by filling out a profile for
them.
1 Select File > New Patient, or click the Add Patient button.
The Profile workspace is displayed.
NOTE: To add or change fields on the patient profile, click customize fields. See Patient
profile preferences on page 15.
2 Fill in the fields in the Patient Profile section.
3 Click SAVE.
The new patient profile is added to the CareLink Pro database. A message is displayed that
confirms the profile was saved.
Completing required fields
1 If a required field is not complete when you save a patient profile, a message is displayed next to
that field. You will not be allowed to save the profile until you make an entry in the field.
2 Complete the field.
3 Click SAVE.
4 When the confirmation message displays, click OK.
Editing patient profiles
1 Make sure the patient’s Profile workspace is open.
2 Click EDIT.
3 Edit the data in the Patient Profile section as needed.
4 Click SAVE.
A message is displayed that confirms the profile was saved.
Deleting patient data from the system
1 Make sure the patient’s Profile workspace is open.
CareLink Pro User Guide Profile workspace 22