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welcome to charm health your medical records management and practice management application on the cloud in this video we will go over how to add import and export patients in charm health topics covered include how to add a new patient how to import patients how to export patients and how to deactivate or activate a patient adding a new patient to add a new patient to the ehr from the home screen click on add patient icon next to the search bar or go to patients and click add patient fill out the mandatory fields such as first name last name date of birth and birth sex while adding a patient you can choose to send a patient portal invitation to the patients or caregivers email choose the appropriate option then enter the email address you wish to send the invitation to in the contact details section enter other information as needed then click add to add the patient importing patients if you have a list of patients to be added in bulk go to patients click on the three dots next to th