Individual Patient, Client or Customer

Important Notes:

• Naming preference (Patient, Client, or Customer) is set in Practice Setup under Settings → Practice.
• This Help Center uses "Patient" as the default term.
• General Patient Discounts are configured under Settings → Point of Sale → Point of Sale module.
• Specific Discounts are managed within each Patient Profile.
• Empty Patient Profiles (no name) are automatically deleted nightly during system maintenance.
• Tooltips are available to assist with most fields and settings.

Steps to Add a New Individual Patient

1. Navigate to "Patients" on the green sidebar menu.
2. Click the green "Add Patient" button.
3. Complete all required and relevant fields on the New Patient page.
4. Click the blue "Save" button to finish.