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Quick start guide: Adding patients
Quick start guide: Adding patients
Updated over a week ago

Quick start: This topic provides a high level overview of the steps required to quickly complete the task. For detailed instructions, refer to the comprehensive help topic Adding patients.


💡 Tip: In Ontario, if you have a health card swipe reader, you can swipe the patient’s card to quickly add them.

  1. From the main menu, click Patients.

  2. In the top-right corner, click New Patient.

  3. From the General tab, enter the patient demographic information. First Name, Last Name, Date of Birth, Sex, and an Identification are required.

  4. From the Address & Extra tab, record the patient's address, email address, emergency contact information, third party insurance, and language.

  5. From the Portal tab, select whether to enable the patient's access to the patient portal and e-booking for appointments.

  6. Click Save.

Updated March 20, 2023

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