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How do I create a new patient profile?
How do I create a new patient profile?

Creating a new patient profile

Steven avatar
Written by Steven
Updated over a week ago

Click on the "+" icon on the top-right of your practitioner dashboard.

A menu will drop down with multiple options, click on the "Patient" to add a new patient profile.

once you clicked on add new "patient" a side menu will move into the right side of the screen.  Enter the patient’s First and Last name, and email address. Click the "Send Invitation" button. The patient will receive an email invitation to join HealthBank in which they can then create their own patient profile.

once you have clicked on the "Send Invitation" button you will be redirected to the patient profile page where you are able to add notes and appointments.

I hope this helped in creating a new patient profile!

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