There are two ways to create a New Patient Profile:

1) Create a patient profile for someone who wants to book an appointment by doing this tutorial .

Or

2) Create a patient profile for someone who does not have an appointment.

You can add new patient details into Principle without creating a related appointment. This is handy if you need to create a patient file for a patient that does not have an appointment.

1) In the main menu under Operations, click Patients.

2) Click Add Patient

3) Fill out relevant details

Note Dentist, Hygienist, Practice and Fee Schedules should all be configured beforehand, so the fields can fill properly.

4) Click Add Patient.

You patient's details are now in Principle without needing to include them in an appointment.

1) If you need to edit the patient's file, click [edit] in the card under the patient's contact details.

2) A dialogue box will come up where you can edit any relevant field.

3) Click [update patient] to save the information.

To edit a patient's medical history click here.