Book an appointment or register a patient

Get a patient into the system, whether they booked ahead or just walked in.

Steps

1. New patient: from the dashboard, select "+ New case sheet" (or Patients → Register patient) and fill in name, sex, date of birth, phone, and address.
2. For a booked slot instead: open the Calendar, pick the date, and use "Book" on an open time, then fill in the patient’s details there.
3. Patient physically at the desk right now: open "Walk-in", search for them by name/MRN/phone (or register them fresh if they’re new), and select "Check in →" with an optional reason for the visit.
4. If the patient has visited before, always search for them first under Patients or Walk-in instead of creating a duplicate record.