Add a New Patient

Create a new patient record in your clinic so you can begin documenting their treatment journey.

Prerequisites

• You have patients.create permission assigned to your staff role.

Steps

1. Navigate to Patients from the main menu.
2. Click Create New Patient.
3. Fill in the required fields:
   • First Name — the patient’s given name.
   • Last Name — the patient’s family name.
   • Email — the patient’s email address (must be unique within your clinic).
   • Gender Assigned at Birth — select the appropriate value.
4. Fill in optional fields as available:
   • Date of Birth — if provided, age is auto-calculated.
   • Age — enter manually only if date of birth is not known.
   • Phone — the patient’s phone number (must be unique within your clinic if provided).
   • External Patient ID — alphanumeric identifier for mapping to your external clinic system.
5. Click Save.

Notes

• Email must be unique within your clinic. If another patient already has the same email, creation will be rejected.
• Phone must be unique within your clinic if provided. Leaving phone empty is allowed and does not trigger a uniqueness check.
• Date of birth auto-calculates age. If you provide a date of birth, the system calculates and stores the age automatically — any manually entered age value is overridden.
• If neither date of birth nor age is provided, both fields remain empty on the patient record.
• The same person can have patient records at multiple clinics (including across different organizations). There is no global uniqueness constraint.
• Patient records cannot be deleted — only anonymized via GDPR erasure.