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Workforce guide

Create a patient

Add a patient to the active workplace's patient register.

  1. Open the patient register

    Where you are: The patient register shows patients at your active workplace.

    What to do: Check that you are working in the correct workplace before continuing.

    Complete when: The Patient register heading and Create patient button are visible.

  2. Start creating the patient

    Where you are: You are in the patient register.

    What to do: Select Create patient.

    Complete when: The new patient form opens.

  3. Enter patient details

    Where you are: The new patient form is open.

    What to do: Enter the patient's first and last name, then review the details.

    Complete when: Both name fields contain the correct details.

  4. Save the patient

    Where you are: The patient details have been entered and reviewed.

    What to do: Select Save.

    Complete when: The patient's page opens with their name at the top.

  5. Create the patient's program

    Where you are: The patient has been saved and their page is open.

    What to do: Select Create patient program.

    Complete when: An empty patient program opens.