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 Add Client's First New Patient window.

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

6. Select Create Patient.

Video: Add a New Patient in Schedule