Add a New Patient
Create patient records before scheduling operations. Patient information can be entered manually or imported via API integration.Create a Patient Manually
1
Navigate to My Patients
Click My Patients in the navigation menu
2
Click Add Patient
Click the + button at the top of the patient list
3
Enter Demographics
Complete the required fields:
- First Name Initial - Single letter
- Last Name - Patient’s surname
- Year of Birth - Four-digit year
- Gender - Select from dropdown
4
Add EHR ID
Enter the patient’s EHR/Medical Record Number for easy cross-referencing
5
Enter Contact Details
Add contact information:
- Email Address - For report delivery
- Mobile Phone - For SMS communications
- Preferred Contact Method - Email or SMS
- Preferred Language - For reports and surveys
6
Save Patient
Click Save to create the patient record
Required vs Optional Fields
Contact Preferences
Set how the patient prefers to receive communications:- Email - Post-op reports, survey links
- SMS - Survey reminders, notifications
- Language - Reports and surveys will be sent in this language
After Creating a Patient
Once a patient is created, you can:- Schedule an operation for the patient
- Add observations about their condition
- View their profile to edit details