Registering a new patient

Sometimes you want a patient in the system but they're not signing up for a plan yet — for example, a walk-in who booked a consult but hasn't decided about membership. For that, use the person+ icon in the top bar.

How to open the form

Click the person+ icon in the top bar (next to the purple +). A Register a New Patient modal opens.

If you'd rather wrap the patient in a membership in one go, use Add New Member instead.

The fields

The modal asks for:

• Current Location — which clinic this patient belongs to (defaults to the one you currently have selected via the location switcher)
• First Name · Last Name
• Email — must be a valid address; SmilePass uses it for payment links and reminders
• Phone — +61 prefix locked in; you type the rest as digits only (no spaces or hyphens)
• Birthday — date picker
• Gender — dropdown
• Address — full street address

Submit

Press Submit. The patient is saved as a bare record. You can later:

• Send them an Instant Payment link
• Convert them into a member by running the Add New Member wizard against their existing record
• See them in any patient search

When to use this vs Add New Member

Use person+ when…	Use Add New Member when…
The patient hasn't committed to a plan	The patient is ready to sign up for a membership
You need a record fast (e.g. mid-appointment)	You have time to walk through the wizard
You want to send a single Instant Payment but they're not in the system yet	You want to bill them recurring fees

The person+ flow takes ~30 seconds. Use it liberally — having every patient in the system makes everything else easier.