Skip to content
  • There are no suggestions because the search field is empty.

AIO - Creating a Patient or Learner

This article explains how Learner profiles are created and managed between the Motivity Practice Management (PM) and Motivity Clinical (CL) modules.

Creating a Learner

 
Motivity is configured so that Learner profiles created in PM are automatically linked to and created in Clinical.
  • No Manual Re-entry Needed: Once a patient profile is created in PM, it is automatically sent over to Clinical — no manual steps are needed to push the data.
  • Profile Data: While most core information is transferred, not all patient profile fields from PM will populate the Learner profile in the Clinical module upon creation.
    • You can still update any missing fields directly in Clinical, provided your user account has the necessary permissions.
  • Add Learner Button Removed from Clinical: In organizations with PM and Clinical connected, the +Learner button has been removed from the Clinical module. This ensures that PM remains the single source of truth for all Learner profiles, maintaining data consistency.

Insert graphic with direction of information flow for a visual of the last bullet point.

 

Creating Non-Client/Non-Patient Learner Types

If your organization needs to create profiles for individuals who are not active patients but require a Learner profile in Clinical (such as staff learners, parent learners, or test learners), you must use the following workflow:
  1. Create a Patient in PM: All profiles must first be created as a patient in PM to trigger the automatic connection to the Clinical module.
  2. Required Patient Details: When creating the patient in PM, you must enter the following required information:
    • First Name
    • Last Name
    • Date of Birth
    • Gender
    • Location
    • Start Date
    • Need help creating a patient? See our guide: How to Add a Patient
  3. Automatic Connection: Once these details are saved in PM, the profile will be automatically created as a Learner in Clinical with a Patient learner type.
  4. Update Learner Type: Once the new profile appears in CL, you can change the Learner Type to the appropriate option (e.g., "Staff Learner," "Test Learner") to designate its specific use.