Create a patient from an appointment

When booking an appointment for a new patient, you can create their record directly from the create appointment screen.

1. Go to Practice > Scheduling
2. Double click the schedule grid to create a new appointment
3. Search for the patient, to ensure they do not already exist in the system
4. Select Patient under Create New
   
5. Complete the required fields
   
   • A list of possible duplicate patients may appear on the right. Select a possible duplicate from the list to confirm whether it is the same patient.
6. Select Create Patient
7. Continue creating the appointment for the new patient