Add Patient
Add Patient creates a new chart. At first you only complete Patient Info (mainly demographics). After you save, the full chart opens so you can add insurance, eligibility, orders, notes, and history. This page explains what to enter, how save works, and what to do next.
Add Patient
Personal Information
Additional Information
Contact Information
Address Information
Emergency Details
Provider Information
Identity Documents
Please provide one of the documents below to verify your identity.
Take photo or upload ID. Make sure text is readable.
Drag and drop an image or click to browse
What Add Patient Is For
Register a new patient so the practice has a chart to book visits, document care, and bill when appropriate. It is the create step—not the place where every clinical tab is already available.
Where and When to Use It
Open Patients → Add Patient when the person is not already in the list. Confirm the correct practice in the header. If they already exist, open their chart instead of creating a duplicate.
How It Works (Add Mode)
In add mode the sidebar typically shows only Patient Info. Other sections (Orders, Labs, Clinical Notes, and so on) stay hidden until the patient is saved. After save, you continue in edit mode with whatever tabs your role allows.
What You Usually Must Enter
Personal information: first name, last name, date of birth, and gender. Address fields are usually required. Provide at least email or phone for contact. Status often defaults to Active (Inactive or Discharged may also be available).
How to Save and Continue
Complete required demographics and optional sections you have access to → Save/Create. Fix validation errors if save stops. After success, open Insurance and Eligibility before Insurance visits; set pharmacy if e-prescribing is used; then use other chart sections as needed. See Chart Overview and Patient Info for next steps.
Contact, Portal, and Duplicates
Email and phone support messaging and schedule/consent links. A portal password may be set or generated. If the same email or phone already belongs to another patient, resolve the conflict or relationship prompt before finishing—do not ignore duplicate warnings.
Common Issues
Cannot open Add: missing permission or no practice selected. Cannot save: required fields incomplete. Other tabs missing before save: expected—save first. Accidentally creating a second chart: search the list thoroughly before adding.