Add New Client/Patient

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

Add a New Client

Adding a new client is a quick task:

• Click the New + button (top right on any screen in the system)
• Select 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)
• 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

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

• Date of birth
• Email address

From here you have two options namely:

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