How to add a patient
Add a new patient and their details to Arvi.
Last updated
Audience: All
- Go to Patients and click New Patient.
- The Create New Patient window opens. Fill in:
- Title, Given Name, Family Name, Gender and Date of Birth (required)
- Select Doctor - the patient's doctor (required; not shown if you are a Doctor - you are selected automatically)
- Optional: Preferred Name, Contact Number, Email Address, Address, Medicare No, Appointment Date, Referral Doctor
- Click Create Patient. You'll see Patient created successfully!
[Screenshot: Create New Patient window]
If you see "Patient Already Exists"
Arvi found a patient with the same details. You can:
- Click Set Appointment to Today to add them to today's appointments, or
- Click View Patient Profile to open their record.
Adding many patients at once? See How to import many patients from a CSV file.