How to Register a New Patient

Add a new patient to your practice by completing the registration form. The form captures demographics, contact details, and any custom fields your organisation has configured.

How to Get There

• Patients list - click the Add Patient button in the top-right corner
• Command palette (Ctrl+K / Cmd+K) - search for "Create Patient"
• During booking - if the patient does not exist, you can create them inline

Note: The Add Patient button (and the command-palette action) only appear if you have the Patients: create permission. If you cannot see them, ask whoever manages your practice's user roles to grant it.

Registration Steps

1. Name - enter the patient's first name and last name (both required). You can also add a title, middle name, and preferred name
2. Date of birth - required for all patients
3. Contact details - add an email address and/or phone number. Your organisation may require one or both
4. Address - start typing to use the address autocomplete, or enter the address manually
5. Gender and biological sex - select from the dropdown options
6. NHS number - enter the patient's NHS number if available
7. Custom fields - if your organisation has configured custom attributes (e.g. occupation, ethnicity), these appear at the bottom of the form

Click Save to create the patient record.

Required Fields

Your organisation can configure which fields are mandatory under Settings > Patient Data. By default, first name, last name, and date of birth are always required.

Patient Types

Every patient has a type that reflects their status:

Type	Meaning
Active	Standard registered patient
Temporary	Short-term patient (e.g. visiting)
Dummy	Test or placeholder record
Archived	No longer active at the practice
Merged	Merged into another patient record

New patients are created as Active by default.

Tip: If your organisation uses custom attributes, you can configure which ones appear and in what order under Settings > Patient Data.