Patient tab

Search Existing Patient

To search for an existing patient, go to the "Patients" tab.  You have a list of all patients. You can search by patient name, file number, phone number, or ID.

Filter Patients

Go to the “Patients” tab, and view the patient list. Click on the “Filter by” option. You can filter the search by gender, overdue status, or age.

Add New Patient

There are two ways to add a new patient. 

In the "Patients" tab, click on the "Add New Patient" button. This will open the "Add New Patient" view. Fill out all the required information, such as full name, ID, date of birth, etc. You can also add additional optional information. After filling out the data, click on the "Add Patient" button. The new patient will appear in the patient list on the "Patients" tab. 

The other way is through the Appointments tab when creating a new appointment. Click the Create New Appointment button and click on the Add New Patient button.

Importing patients list:

If you want to add multiple patients who are not in your patients list in the system, you can navigate to the right side of the page and click the three dots icon. Click on the Import list option to begin the process. To ensure your data is formatted correctly, you can first export the current patient list to an Excel sheet. Use this file as a template to enter your new patient data, then save the document and import it back into the system to update your records.