You can create a new patient profile by using one of three methods.
Patients Tab
Navigate to Patients and select +New Patient.
Enter the patient's details and select Apply Changes or Save.
Note: Once a profile is saved, additional patient profile tabs will appear for further data entry.
Appointment Menu
Select a time on the schedule to book an appointment.
From the Appointment window, select the down arrow found next to the Patient field and select New.
The next popup will be the "Create" page where Patient information fields can be completed.
Note: You can customize this form and set certain fields as "Required" in Settings.
Go to Settings>System & Company Settings section>General>Patients>Quick Patient Creation section.
Quick Menu
From the main dashboard header, select the button to open the Create New menu.
Under Patient & Users, select Patient.
Enter the patient's details and select Apply Changes or Save.
Note: Once a profile is saved, additional patient profile tabs will appear for further data entry.
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