Adding a new patient
All prescriptions, consultations, and appointments are linked to a patient record. You must create a patient record before booking or prescribing.
How to add a patient
- Click Patients in the left navigation
- Click + New Patient
- Fill in the required fields: first name, last name, date of birth, and email
- Optionally add: phone, address, gender, NHS number, allergies, and GP details
- Click Save Patient
Required fields
- First name and last name
- Date of birth
- Email address
Optional but recommended
- Phone number — used for appointment reminders
- Address — printed on prescriptions
- NHS number — for referral letters
- Allergies — flagged during prescribing
💡 Tip: You can also create a patient directly when booking a new appointment or creating a prescription — you don't have to visit the Patients section first.