Creating a New Patient from the Calendar
How to create a new patient record from the calendar while assigning an appointment to a doctor.
Updated
To add a new patient from the calendar, click an available slot in the relevant doctor's calendar. This starts the same flow used when creating an appointment for an existing patient.
On the screen that opens, type the patient's name in the "Select Patient" field. If the patient is not registered in the system, a "+ Add New" button appears below. Click this button to start creating the new patient record.
When the registration flow opens, the patient's first and last name will already be filled in and ready to complete, as shown in the screenshot below.
After this step, enter the phone number and continue with "Quick Save". If you proceed this way, the patient will be saved and you will return to the appointment creation screen. Complete the appointment duration, appointment type, and notes.
Then check the appointment date and time, and click "Add" to create both the appointment and the new patient record.