Adding a New Patient for an Existing Client

Adding a new patient for an existing client is very simple; however, you must add it through the client's record and not through the calendar on the home page. Simply navigate to the client's record and scroll down to the Patients section and expand it:

Click "Add Patient" in the top left hand corner of the section.

Enter all the new patient information that you have. You will notice that the client information is already there. Once you're done you can either Save and go to the EMR, Save and created another patient under the same existing client, save and schedule an appointment, or save and start invoicing.

Have more questions? Submit a request