Add a patient manually and send an invite

Add a patient manually from Patients using first name, last name, and email, then send the patient portal invite.

Before you start

• Sign in to your clinic portal as an owner or admin.
• Patients who check out through your site are added automatically. Use this process for patients you add by hand.

1. 01

   Open Patients from the left navigation.
2. 02

   Select the option to add a patient.
3. 03

   Enter the patient's first name, last name, and email. These are the fields required to create the patient. Phone number, date of birth, and address can be added later.
4. 04

   Save the patient, then send the invite.
5. 05

   The patient receives an email invitation to access the patient portal.
6. 06

   Confirm the invite appears in your pending list. Resend it from there if needed.

The patient can complete the rest of their profile information from the patient portal.