Add Patient

In the Main Toolbar, click Select Patient, or double click anywhere in the Appointments Module schedule.

Patients can be added one at a time or by entering many family members at once.

On the Select Patient window, at a minimum enter the last name of the new patient and check that a record doesn't already exist.

To add a single patient, click Add Pt to open the Edit Patient Information Window. To add multiple family members, click Add Many. See Add Family.

First Name, Last Names, and Birth dates (mm/dd/yyyy) entered on select patient window automatically carry over when adding new patient(s).

Existing Family

To add a new patient to an existing family:

  1. In the Family Module, select an existing patient in the family.
  2. In the Toolbar, click Add.
  3. Enter patient details on the Edit Patient Information window.
  4. Click OK to save.