Adding patients

Patients can be added to your organisation in one of two way:

• via a dedicated Add patient page
• via the appointment grid
  • this method is convenient for creating a patient and appointment without visiting multiple pages

Adding patients via the Add patient page

To create a patient:

• log in as a staff member
• click Patients in the primary navigation at the top of the page
• click Add atient
• add the patient’s details to the form
• click Create patient

Adding patients via the appointment grid

• log in as a staff member
• click Appointments in the primary navigation at the top of the page
• click Appointment grid, and if applicable, visit the grid for the appropriate location to schedule the appointment with
• find the date and time of the appointment to create for the patient
• click on the time slot
• in the dialog that appears, click Create a patient
• add the patient’s details to the form
• click Create patient

The new patient will be created and selected for the appointment to be scheduled