Add a Patient

What this guide helps you do

Use the short New patient form when you need to create a record quickly. It collects only the details needed to identify and contact the patient; clinical, billing, privacy, and other information belongs in the full record.

In this guide

Create one patient and open their record
Add several patients in succession
Understand which details are required
Finish the record after creation

The patient list with the New patient button and location selector visible.

Before you begin

Search the patient list first to avoid creating a duplicate.
Choose the correct location before opening the form.
Have the patient’s name and either a phone number or email address available.

Enter the patient’s basic details

Open the form

Choose New patient.

Enter the name

First name and last name are required. Use the patient’s correct identifying name; a preferred name can be added later.

Add date of birth

Enter it when known so staff can distinguish patients with similar names.

Add a contact method

Enter at least one phone number or email address. If you enter an email, it must be valid.

The New patient form with name, date of birth, phone, and email fields.

Choose what happens after saving

Create and continue

Choose Create patient to create the patient and continue to their full record.

Add another patient

Choose Save & add another when entering several patients; the form resets for the next person.

Complete the record

In the patient record, add concession and referral details, custom fields, communication choices, address, emergency contact, and any other information your clinic requires.

The completed basic form showing Create patient and Save & add another.

Things worth knowing

A duplicate record can divide appointments, notes, invoices, and communications between two places. Search first.
Do not put clinical information into name or contact fields.
Creation is only the first step; verify privacy and communication choices with the patient.

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