Adding a patient

1. Open Patients and choose the add action.
2. Enter the required first name and any last name, birth date, gender, gender identity, identifier, tax ID, or notes.
3. Complete fields copied from the patient-form template. Use Add Field for a patient-specific text, number, date, yes or no, or selection field.
4. Add phone numbers, email addresses, and postal addresses as needed.
5. Choose Stage. If no explicit stage is selected, the first stage is the effective default.
6. Save the patient.

Tip

A new encounter can also create a patient from the entered first and last name. Review the resulting patient profile afterward if more details are needed.