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OutSmart Guide

Adding Your First Patient

Before your first real patient, add a test patient, for example named Test Patient. You can book appointments, write charts and make invoices for a test patient while you learn, without touching anyone’s real record.

You add patients from the Patients page. You can also add a new patient while booking an appointment; see Booking Events.

Opening the Patients Page

Open the Main Navigation Menu, at the top left of the screen, and click Patients. The Master Client List opens. It lists all your patients, across all your offices.

Adding a Patient

  1. Click +New, beside Master Client List at the top of the page. The Create New Client Record panel opens.
  2. Enter the patient’s First Name and Last Name. Both are required.
  3. Fill in as much of the rest as you have: Preferred Name, Preferred Pronoun, Date Of Birth (written as year, month and day, such as 1985-04-12), Gender, Occupation, the Mobile, Home and Work Phone numbers, and the Email Address.
  4. Click one of the two buttons at the bottom:
    • + Quick Add adds the patient and keeps you on the list, ready to add the next one.
    • + Create Profile adds the patient and opens their Client Workspace, where you can see and add everything about them.
The Create New Client Record panel on the Patients page. Shows First Name and Last Name, marked as required, then Preferred Name, Preferred Pronoun, Date Of Birth, Gender, Occupation, Mobile Phone, Home Phone, Work Phone and Email Address, and the + Quick Add and + Create Profile buttons.

The Create New Client Record panel. Only the first and last name are required.

What Next

Book an appointment for your test patient, then chart it:

If you are bringing a patient list from another system, import it instead of adding patients one by one. See Importing Patient Demographic Data.