Creating & Editing Patients

Creating & Editing Patients

Overview:
Add new patients to the system or update patient details as their care needs evolve.

Steps

1. Open the Patients module
   Click Patients in the left navigation.
   
   

2. Create a new patient
   
   

   1. Click + Add Patient.
      
      

   2. Fill required fields: First Name, Last Name, Date of Birth, Primary Contact.
      
      

   3. (Optional) Complete demographics, insurance, and emergency contact sections.
      
      

   4. Click Save.
      
      

3. Edit an existing patient
   
   

   1. Search or filter to locate the patient.
      
      

   2. Click the patient’s row to open their Detail view.
      
      

   3. Click Edit, update fields, and click Save.
      
      

Tips

• Use the Search box to find patients by name or ID quickly.
  
  

• Attach any relevant documents (e.g., signed consent) under Attachments in the patient’s profile.
  
  

Troubleshooting

• Unable to save: Check that all required fields (marked *) are completed.
  
  

No search results: Try broader filters (e.g., last name only).