Add and manage patients

The Patients area is the home for patient records. From a patient’s page you can open notes, start a consultation, and manage patient documents.

Add a patient

1. Open Patients.
2. Select + ADD PATIENT. You can also choose + New → New Patient from the main navigation.
3. Enter the required patient and contact information:
   • First name and last name
   • Date of birth and sex
   • Email and phone
   • Address, city, postal code, and country (with a state or locality when required)
4. Select SAVE. Basilias opens the new patient record.

Enter only the information required for the record and verify it before saving.

Find a record

On the Patients page, use the search field to search by first or last name. You can also change the sort field and direction. Select a patient to open their record.

Work from the patient record

A patient record groups the work for that patient:

• NOTES lists saved notes.
• CONSULTATIONS lists prior consultations. Select NEW to start one for this patient.
• DOCUMENTS lists patient documents. Select ADD to upload or enter documents.

The right-side patient card has an EDIT option for updating the patient details. Select SAVE after making changes.

Continue the workflow

Start a consultation from CONSULTATIONS, or add patient documents from DOCUMENTS.