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Front Office Workflows

Last updated:

Aug 8, 2025

Getting Started with Demographics

Patient Demographics

Front Office Workflows

For viewing existing patient demographics

Navigate to Patients tab within the Navigation bar, and search for your patient's name here

You are now in the patient’s demographics. Click on the below sections to add or edit information

SSN is hidden, but can be viewed by selecting they "eye" icon

Adding new patient information

Select "Create New Patient" from the Patients tab

A side panel will open up, here you will be able to enter in the general patient demographics information. Please fill in the following required fields:

  • Full Patient Name

    • First and Last Name

    • Middle Name (If Applicable)

  • Gender

  • Date of Birth

  • Contact Information

    • Home Address (Address Line(s), City, State, Post Code and Country Code)

    • Mailing Address (If Different from Home Address)

    • Phone Number

    • Email Address

  • You can also create a new patient from the Calendar directly

Table of Contents

Search all docs

Front Office Workflows

Search all docs

Front Office Workflows

Last updated:

Aug 8, 2025

Getting Started with Demographics

Patient Demographics

Front Office Workflows

For viewing existing patient demographics

Navigate to Patients tab within the Navigation bar, and search for your patient's name here

You are now in the patient’s demographics. Click on the below sections to add or edit information

SSN is hidden, but can be viewed by selecting they "eye" icon

Adding new patient information

Select "Create New Patient" from the Patients tab

A side panel will open up, here you will be able to enter in the general patient demographics information. Please fill in the following required fields:

  • Full Patient Name

    • First and Last Name

    • Middle Name (If Applicable)

  • Gender

  • Date of Birth

  • Contact Information

    • Home Address (Address Line(s), City, State, Post Code and Country Code)

    • Mailing Address (If Different from Home Address)

    • Phone Number

    • Email Address

  • You can also create a new patient from the Calendar directly

Last updated:

Aug 8, 2025

Getting Started with Demographics

Patient Demographics

Front Office Workflows

For viewing existing patient demographics

Navigate to Patients tab within the Navigation bar, and search for your patient's name here

You are now in the patient’s demographics. Click on the below sections to add or edit information

SSN is hidden, but can be viewed by selecting they "eye" icon

Adding new patient information

Select "Create New Patient" from the Patients tab

A side panel will open up, here you will be able to enter in the general patient demographics information. Please fill in the following required fields:

  • Full Patient Name

    • First and Last Name

    • Middle Name (If Applicable)

  • Gender

  • Date of Birth

  • Contact Information

    • Home Address (Address Line(s), City, State, Post Code and Country Code)

    • Mailing Address (If Different from Home Address)

    • Phone Number

    • Email Address

  • You can also create a new patient from the Calendar directly