Create a patient record

Add a new patient and choose what happens next.

Table of Contents

Open Clients from the sidebar and click Create client. The New Client form fills the screen. You can also start from + Add new client while booking an appointment.

Fill in the form

First Name and Last Name are required. Your clinic may require Email as well.
Add Gender, Date of birth and Mobile Number if you have them.
Click More for the address and any custom fields your clinic uses.
On the Sharing & Privacy tab, set Marketing promotion choices and the Privacy policy response.
Check Primary Location and Owner at the top of the form.

Click Create. If something is missing, the empty fields turn red.

Choose a next step

The next screen asks What would you like to do next? Pick Book appointment, Send intake, Create invoice and more, or click Done for now. The record is already saved either way.

Up next

Next, read Find a patient.