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How do I Add a Patient to the HealthBank Platform
How do I Add a Patient to the HealthBank Platform

Adding a new patient to my Healthbank

Robbie Clark avatar
Written by Robbie Clark
Updated over a week ago

Adding a new patient to the HealthBank platform is a straightforward process that helps practitioners manage their patient's records efficiently.

Step 1: Log in to Your HealthBank Account

1. Open your web browser and navigate to the HealthBank platform's login page.

2. Enter your username and password to access your account.

3. Click the "Log In" or "Sign In" button to proceed.

Step 2: Add a New Patient

After logging in, you will land on the HealthBank dashboard

1. Select the + button in the top right corner:

2. Select add patient:

3. Once you clicked on the "Add New Patient" button a menu will slide in on the right side of your screen. Fill in the "First Name" "Last Name" and "Email Address" and click on "Send Invitation". An email invitation will be sent to the patient.

4. After clicking on "Send Invitation" The patient will be added to your total number of patients and you will be able to send them New Appointments.

The new patient will receive an email that you would like to connect with them on Healthbank (see example email below).

Your patient will need to create a password to access their secure portal.

Step 3. Accessing your patient records

2. Select a the patient you wish to view to access their full patient file:

For any questions or feedback please contact [email protected]

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