Enrolling a Patient
Resellers and Physician Partners can enroll patients in two ways — by uploading an existing Letter of Medical Necessity (LMN) or by creating a new LMN directly in the admin portal. Once enrolled, patients receive a checkout link to start their subscription using meal plans recommended for their condition.
1. Uploading a Letter of Medical Necessity (LMN)
This option is for when you already have a completed LMN form for the patient.
Steps to Enroll a Patient via LMN
- Go to Admin → Patients.
- Click on Enroll Patient via LMN.
- Drag and drop the patient’s LMN PDF file into the upload section.
- If you don’t have one, you can download the LMN template, fill it out, and then click on Scan & Parse.
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Once uploaded, the system will automatically parse key information such as:
- Patient Name
- Phone Number
- Review the parsed details.
- Select the recommended meal plan based on the patient’s condition.
- Click Send Invite.
The patient will receive an email invitation with a checkout link where they can start their subscription.
2. Creating a Letter of Medical Necessity (LMN)
This option is for when you need to generate a new LMN for a patient directly within the admin portal.
Steps to Create and Enroll a Patient via LMN
- Go to Admin → Patients.
- Click on Create LMN & Enroll Patient.
- Fill out the LMN form with the following details:
- Patient information (Name, Email, Phone)
- Condition or diagnosis
- Recommended meal plan(s)
- Click Create & Sign.
The system will generate the LMN and send it to the patient via email.
Patients will also receive a checkout link to begin their subscription. They may use the emailed LMN to upload during checkout if they wish to pay using HSA/FSA credits.
Resending Patient Invitations
If a patient has not received or lost their invite link, you can resend it easily.
Steps to Resend an Invitation
- Go to Admin → Patients.
- Search for the patient by name, email, or phone number.
- Click on Patient Details.
- Select Resend Invitation.
The patient will receive a new checkout link to restart their enrollment.
Tip: Always verify patient information before sending an invite to ensure the correct LMN and meal plan are linked to their account.
Additionally, always check that the patient’s condition matches the recommended meal plan, as it is the physician’s responsibility to ensure patients are placed on the appropriate meal plan for their health condition.
Need more help? Send us an email at support@getprado.com and we'll be happy to assist you!
