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Create a patient on the app

Add a new patient record quickly from your phone.

Table of Contents

You can add someone in seconds, for example when they call while you are away from reception.

Add them

  • Tap Clients, then New client.

  • Enter the First name and Last name.

  • Add a Mobile and Email so you can reach them.

  • Tap Save client. Their card opens.

Fill in the rest of their details on the web if your clinic needs more, such as custom fields.

Up next

Next, read Manage allergies on the app.