Register a New Patient

This guide shows how to quickly add a new patient either while booking an appointment or from the Patients tab, saving time by auto-filling Swedish SSN data and setting communication language. It highlights the only required fields (first name and email), automatic "New" tagging, optional additional tags, and how to finish registration and return to booking or the patient record. Follow it to avoid mistakes and streamline patient intake.

11 steps

There are two ways to register a new patient: - When you book an appointment - From the Patients tab

To register a new patient when booking an appointment, click "New appointment" in the Schedule, then click the + sign.

Alternatively, you can register a patient directly from the Patients tab. Click "Register patient" to open the registration form.

If you're a Swedish practice, start by entering the patient's SSN (Personnummer) and clicking "Auto complete" — this automatically populates their name and address.

Next, fill in the rest of the patient's details. First name and email address are the only mandatory fields.

While you're in the form, you can also set the patient's communication language. This determines the language emails and SMS are sent in, though the patient can change it later from their own account.

Every new patient is automatically given the "New" tag.

If needed, you can add additional tags as well.

Once everything looks right, click "Save."

If you started registration from the Schedule, you'll be dropped straight back into the appointment booking to finish it up.

If you started from the Patients tab instead, you can head to the patient's Patient360 by clicking "Complete other forms".