Use the next steps window
Carry straight on after adding a patient: book, send forms, take payment or finish the record.
When you save a new patient, a Successfully added window opens with their name and email. The record is already saved, so closing the window undoes nothing.
Choose what to do next
Book appointment opens the calendar ready for their first visit.
Send intake starts an email with your forms ready to attach.
Complete client record opens the card so you can add more details.
Send message starts a new email to them.
Notes & documents opens their documents so you can add a note or a file.
Create invoice opens the sale screen with the patient selected.
Add insurance appears if your clinic uses insurance billing.
Click Done for now to go back to what you were doing.
Up next
Next, read Create a referral.