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Start by opening the Patients section from the main sidebar.
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In the left sidebar, click New Patient.
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Enter the first name.
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Then enter the patient’s last name.
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Enter the patient’s date of birth. This field is required.
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Optionally, add an email address for sending intake forms and other communications.
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Add a phone number so the patient can receive appointment reminders by SMS.
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Once you have filled in the details, click Save Patient to create the record.
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The patient is created. From here you can view and manage all their information.