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.