You can create a new patient one of two ways: through the Speed Dial Function, or when scheduling an appointment through a double click on the schedule.
SPEED DIAL:
To create a new patient via Speed Dial function, simply click on the Speed Dial in the bottom Right of your screen, then click 'Create new patient'. Only first name, last name, and date of birth are required.
Watch how:
THROUGH SCHEDULING AN APPOINTMENT:
Patients can also be created when scheduling an appointment. Appointments are created by double clicking on the schedule.
Once you Double Click on the schedule at the appointment time you would like, the appointment Details box will open. Notice, the appointment date and time are auto filled based on where you double clicked on the schedule.
Click + NEW PATIENT to add the new patient information just the same as above. This way of adding the patient will add them directly to the schedule.
Existing appointments can be updated either by double clicking on the appointment block or by clicking the pencil icon in the appointment popup.
Watch how: