Add a patient and their family

Look the patient up

1. 1

   Open Add Patient

   Go to Patients in the sidebar and click Add patient. On the dashboard, Add Patient opens the same window.

2. 2

   Search by phone number

   Type the patient's mobile number. The country starts as Egypt; tap the flag to pick another. Results appear as you type.

   

3. 3

   Act on the result

   If the patient already uses PatientBook but isn't yours yet, choose Connect and confirm to get access to their file. If they're already your patient, you can add a family member to their account from the result. If nobody matches, create a new file as below.

Create a new patient file

1. 1

   Start the file

   Under Patient not found?, click Create New Patient. The number you searched is already filled in.

2. 2

   Fill in their details

   Enter the name, gender and date of birth, then any contact, address, insurance and ID details you have. Required fields are marked with *.

   The name goes in a single Full Name field.

   

3. 3

   Save the file

   Click Create Patient File. A summary confirms the patient was added and offers Book Visit and Add Family Members as next steps.

   

Add family members

1. 1

   Choose how to add them

   Add Family Member With Phone Number: for relatives with their own phone. They get their own account, and a code sent to their phone confirms it. Add Family Member Without Phone Number: a dependent profile, such as a child, linked to the main patient's account. Skip for Now: you can add family members later.

   

2. 2

   Add family members later

   Open Add patient and search for the patient again. Because they're already your patient, the result offers Add Family Member.

Questions and answers