Adding a New Patient

To prevent duplicate patient records, the system requires you to search for existing records first. If no match is found, you can add a new patient.

You can also add new patients when scheduling an appointment. See Adding New Appointments in Day and Week View for more information.

  1. Perform one of the following:
    • On the Front Office home screen, click Search/Add Patient.
    • In the top menu bar, click Patients and select Search/Add Patient.

    The Patients: Search/Add Patient screen opens.

  2. Enter the patient's information in the search fields. If no match is found, the + Patient button becomes available.
  3. Click + Patient.

    The Demographics screen opens. The information you entered when searching for the patient is populated automatically.

  4. Fill in the patient Demographics information. For instructions, see Recording Patient Demographics.