NEW PATIENT REGISTRATION
Start with a proper welcome.
Create the patient record your team needs to begin the conversation, prepare the paperwork and coordinate the first visit.
SAMPLE PATIENT
Sarah J.
Start with the essentials.
MADE FOR YOUR EVERYDAY
Less friction.
More room to care.
A clear starting point
Enter a new patient’s details through the registration screen.
Contact details ready
Give the team the information needed for the appropriate next communication.
Ready for the next step
Use the created record as the starting point for forms, messages and appointments.
A SIMPLER WAY THROUGH
A clear next step.
- 1
Check for an existing record
Search first so you do not create a second record for the same patient.
- 2
Enter the patient details
Complete the registration fields and check the contact information.
- 3
Prepare the first visit
Continue with the appropriate form, message or scheduling workflow.
A FEW GOOD QUESTIONS
The details,
made clear.
How is this different from Patients?
Add Patient is the registration step. Patients is where the team finds and works with existing records and their history.
Who can register a patient?
Registration requires patient-creation permission. Practice administrators and authorized front-desk staff can use it.
Does registration send every intake form automatically?
Do not assume a form is sent simply because a record was created. Use the configured form workflow and verify delivery for your practice.