How to Register a New Patient

Register a New Patient

This article guides you through how to register a new patient directly from the Patients section.

To successfully create a new patient, you must complete the mandatory fields:

✅ First Name

✅ Last Name

✅ Gender

✅ Date of Birth

✅ Phone Number

✅ Email

✅ Street Address

Other Ways to Add a New Patient

From the Schedule View
Click the “Add Appointment” icon, then click the “+” next to the patient field to register a new patient on the spot.
From the Dashboard View
Start creating a new appointment from the Dashboard, and use the “+” to add a new patient during the booking process.

Step-by-Step

1. Click on "Patients"

2. Click on "Register Patient"

3. Enter the patient’s details, such as name, gender, birthdate, phone number, email and Street Address.

4. Once all required fields are filled out, click the "Save" button to register the patient.

5. Go to “Complete Other Forms” to add more details to the patient’s profile (e.g. medical history, documents, etc.), or simply click “Back to Patients” to return to the patient list.

6. You’ll now land on the patient’s full profile Patient 360 where you can review or complete further sections such as health declarations, media, and logs.