Before You Begin
Ensure you have access to the existing patient's account in the CRM.
Verify that the patient already exists in your system to avoid creating duplicates.
Steps
Navigate to the existing patient account:
Go to Accounts in your CRM and search for the patient's existing record
Access the account:
Click on the patient's account to open their profile.
Add a new Intake Opportunity:
Look for the Intake Opportunities section within the account and click the option to add a new opportunity.
Complete required fields:
Fill out the necessary information for the new treatment episode. For fields you don't want to complete, ensure they are set as non-mandatory or leave them as-is.Save the new Intake Opportunity:
Save your changes to create the additional Intake Opportunity linked to the existing account.
Verification / Expected Result
The patient's account will now show multiple Intake Opportunities, each representing a different treatment episode. This allows you to track the patient's history while preventing duplicate account creation.
You can view all treatment episodes for the patient in one centralized location within their account profile.
✅ Best Practices
Always search for existing accounts before creating new ones
Use the existing account structure to maintain patient history
Configure mandatory fields appropriately to streamline the process
Related Resources
For information about how the system handles multiple opportunities with similar names, see: How EHR Sync Matches Intake Opportunities by Name
For bulk import processes that maintain proper episode numbering, see: How to Import Intake Opportunities (CRM)