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How to Quick Create a Patient

How to quickly create a patient using first name, last name, and email address

Updated over a year ago

Quick Patient Creation

  1. Initiating the Process

    • Click on the "New Event" button followed by "New Patient."

  2. Entering Basic Information

    • Input the patient's first name, last name, and email address.

    • Additional information can be entered if desired, but only these 3 things are required.

    • Click on "Create Patient" to save the details.

  3. Completion of Patient Creation

    • The patient is now successfully created in the system.

    • There's no need to continue to book an appointment for the patient if that is not the desired outcome.

  4. Verification

    • Search for the patient in the patient list to confirm their addition.

    • The patient's details should now be visible in the patient list.

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