Adding a New Patient

Updated on July 28, 2026 | 09:34 AM – CST

Before you can book an appointment or start a visit, the patient needs a record. This is where you create one.

This video covers three ways in: scanning a document and letting the AI scanner fill in the details, importing an insurance card or driver's license, or typing everything in yourself.

You'll also learn a couple of things that speed the form up, including searchable fields for provider, location, and pharmacy, and the patient color tag that makes someone easy to spot on a busy list.