Add a patient

Adding a patient

Use the short new patient form when you need to create a record quickly. It only asks for what's needed to identify and contact the patient — everything else can be filled in afterwards.

Before you start

Search your patient list first to avoid creating a duplicate, and check you're in the right location if your clinic runs more than one.

Enter the basics

Choose New patient. Enter their first and last name, and their date of birth if you have it — it helps distinguish patients with similar names. Add at least one phone number or email address so you can reach them.

The new patient form with name, date of birth, and contact fields.

Save and continue

Choose Create patient to save and open their full record, or Save & add another if you're entering several patients in a row.

Saving the new patient and continuing to their record.

Finish the rest of their record

Once created, go to the patient's details to add anything else your clinic tracks — address, emergency contact, communication preferences, referral source, and any custom fields you've set up.