Patients: How to create New Patients

Mary Jane -

You can create a New Patient profile by using one of the follow methods:

1. Patient>New Patient. Complete the patient details.  When you Save the patient profile you will have access to additional patient tabs where can further input patient data.


2. Quick Patient Creation: Select a time on the schedule to book an appointment. From the Appointment booking popup, click the down arrow at the end of the Name Field and select "New".

You can add/remove some of the visible fields and set some as mandatory fields.

Go to Settings>System & Company Settings section>General>Patients>Quick Patient Creation section. 




Have more questions? Submit a request


Please sign in to leave a comment.