Finding and Adding Patients

Last updated: 25 February 2026

Finding and Adding Patients

Searching for a Patient

There are two ways to find a patient:

1. The Patients page

Click View all patients from the sidebar patient menu, or navigate to the Patients page directly. You'll see a searchable, filterable table of all patients in your organisation.

Patient list

Use the search bar to search by name, email, or phone number. You can also use the filter chips to narrow results by status (Active, Archived, etc.).

The table shows each patient's name, date of birth, phone number, and email. Click a row to open that patient's record.

2. The command palette

Press Ctrl+K (or Cmd+K on Mac) or click the Get started button to open the command palette. Start typing a patient's name and select them from the results — this is the fastest way to switch between patients.

Adding a New Patient

  1. Click the Add Patient button on the Patients page, or select Add patient from the sidebar patient menu
  2. Fill in the patient's details across the form tabs:
    • Personal Details — name, date of birth, gender, NHS number
    • Contact Details — phone, email, address, GP details, consent preferences
    • Custom Fields — any additional fields your organisation has configured
  3. Click Save to create the patient record

Tip: Only first name, last name, and date of birth are required to create a patient. You can add the rest of their details later.

Patient Record

Once you've selected or created a patient, their record opens with tabs for:

  • Summary — clinical overview (problems, medications, allergies)
  • Clinical Record — full clinical history
  • Appointments — upcoming and past appointments
  • Documents — stored documents and files

From the patient record you can send messages, create consultations, issue prescriptions, and more.