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Register a new patient

Add a new patient to your practice so they can be scheduled and seen. You can register from the Patients directory or directly from the check-in queue.

Before you start​

  • You need a role with patient-directory access (Front Desk Staff, Patient Access Rep, Practice Manager, Billing Specialist, or Admin).
  • Have the patient's basic details ready: name, email, phone, date of birth, and sex at birth are all required. The email must be one the patient can access — it becomes their account.
  • Go to Practice Management → Patients, or use the New Patient button on Scheduling → Check-in.

Steps​

  1. On the Patients page, click New Patient (top right).
  2. In the Add Patient dialog, complete the Contact & Demographics section: first name, last name, email, phone, date of birth, and sex at birth. Address and emergency-contact fields are optional.
  3. When you enter the email and move to the next field, the system checks for duplicates. If a warning appears saying the patient already exists, verify you really have a new patient before continuing.
  4. Click Create Patient. The system sets up the patient's record and account; the new patient appears in the list.

Tips / Troubleshooting​

  • Duplicate warning — this means someone with that email already exists. Search the patient list first (search by name, email, or phone) instead of creating a second record.
  • "Patient provisioning failed … changes were rolled back" — the record wasn't created; nothing was saved partially. Just retry, and contact your administrator if it keeps failing.
  • For a patient standing at the desk who needs to be seen right now, the Walk-in button on the Check-in page registers, books, and checks them in with a minimal set of questions. Note: walk-in uses a placeholder date of birth — correct it in the record afterward. The New Patient form is the right choice when you have time to capture full demographics.