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1.3.2 Adding a new patient

Describes the procedure for adding a new patient.

  1. From the Appointment screen, click on the ‘SEARCH’ tab
  2. Search the name to ensure that the patient is not already in the database
  3. Click on the link “Create a new Demographic”
  4. Fill in the patient’s information and click ‘Add Record’.
Add Demographic


  • You MUST, at minimum, fill in the following fields: First Name, Last Name and Date of Birth.


  • NOTE: When entering a patient’s name, the characters < or > should not be used. These will cause errors in the database.

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