How do I add a new patient?
From anywhere in Dentally, find the 'New patient' button (the person 👤+ icon) in the left-hand toolbar.
A new patient record will open. All details will be blank/default.
Some fields are compulsory, so ensure you complete these fields before saving. These include:
Title
Name
Date of birth
Address
Complete other fields as needed - the more information you add now, the less you'll need to add later, and the easier it will be to identify the patient and complete actions.
When you are ready, click 'Save' in the top right.
The patient will now be saved and actions such as booking appointments and charting can now be completed for that patient.