Add a Patient to a Client Profile

You can add and link a new patient to a client profile in the client information screen or when creating an appointment.

Add a Patient from Client Information Screen

1. Go to Clients from Global Navigation.

2. Search for and select the client.

3. Select Add New Patient to open the Create a New Patient window.

4. Complete the patient information fields. Required fields are highlighted in red.

5. Select Create Patient.

Example patient:

Video: Add a New Patient to an Existing Client Profile

Add a Patient in Schedule

1. Go to Schedule from Global Navigation.

2. Select New Appointment or select an open time slot on the calendar to open the Schedule Appointment window.

3. Search for the client.

4. Select the plus sign ➕ next to their name to open the Create Patient window.

5. Complete the patient information fields. Required fields are highlighted in red.

6. Select Create Patient.