You can add a new patient in 3 places:
- From the Calendar Page using the Create New Patient button
- From the Appointment using the Add New Patient button
Calendar Page: Using the Add/Edit Patient Icon
1. Click the Add/Edit patient icon on the Calendar.
2. Fill out the patient information. The Chosen Name will be displayed in parentheses on all appointments.
3. Capture insurance details if needed, and hit Save.
Calendar Page: Using the Create New Patient Button
1. Click the Create New Patient button on the Calendar.
2. Fill out the patient information.
3. Capture insurance details if needed, and hit Save.
Appointment: Using the Add New Patient Button
1. Click the Add new patient button:
2. Fill out the patient information.
3. Capture insurance details if needed, and hit Save.