Add New Client/Patient

Adding a new client/patient in our system is an easy process, read on to see how this is done!

movie Video:

Add a New Client

Adding a new client is a quick task:

At the top right of any screen, click the button
Click Client from the drop-down:

From here, you can create your new client.

Ensure the correct initial provider is selected at the top (or multiple)
- Selecting multiple providers means all those providers will have access to this client
Optional: Upload a Photo ID & let our machine learning pull the name, address, and date of birth
Less typing for you!
Enter your basic client information here
You can always add or edit this information later

Minimum Requirements:

First & Last Name

Optional:

Preferred Name
Gender
Legal Sex
Phone & Email (and Reminders)
Customizable Client Demographics that are enabled

info If you want to send a client portal invite, the following are required:

Date of birth
Email address

info Note: Both values are required because they are used for client verification and security before entering the client portal.

From here you have two options:

1. Save and Schedule Appt.

This creates the client and then brings you to our find availability schedule screen, allowing you to pick a free date/time on the provider's schedule for their first appointment.

2. Save

By clicking Save, this creates the client and then directs you to the client profile.

Note: Below the buttons we show a list of forms set to be auto-assigned to the client:

Questions about online forms or auto assign? Check out the article here!

Duplicate Detected

If a potential duplicate is detected when attempting to create a client, you'll see a similar prompt pop up just above the buttons near the bottom:

If the client is NOT a duplicate:

Click the checkbox warning check_box_outline_blank Ignore duplicate and create this client
Then click event Save and Schedule Appt.

If the client IS a duplicate:

Don't create the client. Instead, click the client's name (blue link) to load their profile.

Already created the duplicate client?

Review our article on merging client duplicates here.

How duplicates are detected:

We use the following criteria to attempt to determine a duplicate client. This should catch most duplicates:

Last name exact match & First Name partial match OR,
Last name exact match & Preferred Name partial match OR,
Last name exact match & DOB exact match OR,
Email exact match OR,
Phone exact match