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
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
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
Required vs Optional Fields
| Field | Required | Notes |
|---|---|---|
| First Name Initial | Yes | Single letter only |
| Last Name | Yes | Patient’s surname |
| Year of Birth | Yes | For age calculation |
| Gender | Yes | Medical documentation |
| EHR Patient ID | No | Recommended for cross-reference |
| No | Required for email reports | |
| Mobile Phone | No | Required for SMS surveys |
| Ethnicity | No | For demographic tracking |
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