Add a Patient

Add a Patient

Add a Patient

Navigate to Admin → Patients → Add Patient to create a new patient record in your dispensary.

An Add a Patient Help Video is available for step-by-step guidance.

Overview

The Add Patient page allows the dispensary admin to quickly create a new patient profile. Once created, the patient can be associated with orders, practitioners, shipping addresses, and (if enabled) a patient account.

How to Add a Patient

  1. Click Add Patient.

  2. Enter the patient’s:

    • First Name

    • Last Name

    • Phone Number

    • Email Address

  3. Enter the patient’s shipping address.

  4. Click Save to create the patient record.

Address Notes

  • Only one shipping address can be added during initial patient creation.

  • After the patient record is created, you may add additional shipping addresses from the patient profile (e.g., home, office, or alternate locations).

Required Fields

  • First Name and Last Name are required by default.

  • Phone Number can be made mandatory through your dispensary settings.

  • Email address is recommended for order communication, payment links, and notifications.

Creating a patient record ensures accurate order tracking, communication, and fulfillment throughout your dispensary workflow.

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