Skip to main content

Create an individual instead of a patient

An Individual is a person who may not be a patient of the clinic but, is the emergency contact, guardian, primary caregiver, or guarantor of a patient at the clinic.

This means that you may want to keep a record of some of their demographic details in the system but, you won't be dealing with their Charting, Imaging, etc.

As a result, the Individual menu is minimal and does not include patient care features.

  1. Search for the person in the top right corner, to ensure they do not already exist in the system
  2. Select Individual under Create New Create new appears at the bottom of search results.
  3. Complete the required fields
    • Legal Name
    • Individual Code
      • The system generates an individual code but you can manually update it.
    • Primary Clinic
  4. After you enter a name, a list of possible duplicate patients may appear on the right
    • Select a possible duplicate from the list to view their demographic details and confirm whether it is the same person.
  5. If the individual is not a duplicate, select Create Individual
  6. Individual > Individual Management > Demographics loads so you can continue entering demographic or relationship details

To learn more about creating relationships between patients and individuals, see Managing patient relationships.