Add or edit a patient

Who can use it: professionals, administrators and owners, on every plan.

Add a patient

1. In Patients, select Add Patient.
2. Enter their details. First name, Last name, Email and Phone are required.
3. Optionally add:
   • ID number, date of birth, sex at birth and address.
   • Insurance provider and member number.
   • Medical information: blood type, allergies, chronic conditions and history.
   • An emergency contact.
4. Leave Send a patient portal invite ticked so they get an email to create their account. Untick it if you don't want to send it now: you can invite them later from their chart.
5. Turn on WhatsApp notifications if the patient agrees to get reminders on WhatsApp.
6. Save.

Edit a patient

1. In Patients, select Edit on the patient's row. You can also use Edit Patient from their chart.
2. Change what you need and save.
3. To stop seeing them, turn off Active. All their records are kept.

Important

• With Send a patient portal invite ticked, the patient gets an email with a link to create their patient portal account, where they see their appointments, payments and images.
• If the email already belongs to a patient at the clinic, that patient is updated instead of creating another.
• Allergies and chronic conditions show as alerts in the chart.
• Your plan has an active patient limit. If you've reached it, deactivate patients you no longer see, or upgrade.

Troubleshooting

Problem	What to do
"Please fill in all required fields"	First name, Last name, Email or Phone is missing.
An active patient limit message	You've reached your plan's limit. Deactivate patients or upgrade from My plan.
The patient doesn't get WhatsApp messages	Check they have a phone number with the country code and WhatsApp notifications turned on.

Related articles

• The patient list
• Import patients
• The patient chart
• My appointments (for patients)