Add a patient
Add a patient safely, send the right access details, and keep their booking, intake answers, documents, and clinical case together.
Most patients create their own record by booking through your public booking link or lead funnel. Add a patient yourself for a phone or walk-in visit.
- Open Patients from the sidebar.
- Choose New patient.
- Enter the patient’s first name, last name, and email address.
- Add their phone number, date of birth, and address if you have them.
- Choose Create patient.