How do I add a new patient?
Last updated: 2026-05-26
Sidebar → Patients → + Add Patient. Fill the 3-tab wizard: patient details (name, mobile, email), medical history (conditions, allergies), communication (address, marketing consent). Tap Save patient. The whole flow takes about a minute.
Tab 1 — Patient details
Full name is required. Mobile and email are optional but at least one is needed for SMS / WhatsApp / email reminders. Gender, DOB, blood group, occupation, referred-by and ABHA ID are all optional.
Tab 2 — Medical history
- Conditions — comma-separated tags (e.g. Diabetes, Hypertension).
- Allergies — multi-row form. Enter allergen (e.g. Penicillin) and reaction (e.g. Rash). Click + to add another row.
Tab 3 — Communication
Enter the address. Type the 6-digit pincode first — city and state auto-fill where possible. Below the address, three marketing-consent toggles (SMS, Email, WhatsApp) control marketing messages only — appointment reminders send regardless of marketing consent.
Save
Tap Save patient. If your account isn’t fully verified yet, you may see a Verify modal — finish the OTP/email link and try again.
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