1

Start by opening the Patients section from the main sidebar.

Start by opening the Patients section from the main sidebar.
2

In the left sidebar, click New Patient.

In the left sidebar, click New Patient.
3

Step 3
4

Enter the first name.

Enter the first name.
5

Then enter the patient’s last name.

Then enter the patient's last name.
6

Enter the patient’s date of birth. This field is required.

Enter the patient's date of birth. This field is required.
7

Optionally, add an email address for sending intake forms and other communications.

Optionally, add an email address for sending intake forms an
8

Add a phone number so the patient can receive appointment reminders by SMS.

Add a phone number so the patient can receive appointment re
9

Step 9
10

Once you have filled in the details, click Save Patient to create the record.

Once you have filled in the details, click Save Patient to c
11

The patient is created. From here you can view and manage all their information.

The patient is created. From here you can view and manage al