How to Add a Patient

Adding a patient record lets you link their encounters to a profile, so Autochart.ai can reference their name, date of birth, and visit history when writing notes. It also lets you schedule visits ahead of time.

How to access: Left sidebar -> Patients.

Plan availability: Patient Management is included on the Intensive plan or higher. On Starter and Daily it is available as an add-on. See pricing and plans.

Steps

  1. Go to Patients in the left sidebar.
  2. Click Add Patient at the bottom of the page. You can also click Add New Patient from the scheduling dialog.
  3. Fill in the required fields: First Name, Last Name, and Date of Birth.
  4. Fill in any optional fields you want: Gender, Sex, Pronouns, Phone Number, Email, Medical Record Number (MRN), and Personal Health Number (PHN). These can all be added or updated later.
  5. Click Save.

The patient now appears in your Patients list. You can link future encounters to their record or schedule visits directly from their row.

Tips

  • You can add a patient on the fly while scheduling — click Add New Patient in the scheduling dialog rather than coming to this page first.
  • The MRN and PHN fields are optional but useful for matching records with your EMR.
  • Duplicate names are allowed. If two patients share a name, use their date of birth, phone number, or MRN to tell them apart in the list.

Troubleshooting

  • Save button is greyed out: First Name, Last Name, and Date of Birth are all required.
  • Patients page is missing: Enable Patient Management in Settings -> Patient Management. Your plan or an add-on needs to include it.
  • Import from CSV: Coming soon — not yet available.
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