Adding & managing patients

A patient is a birthing person in your practice’s care. Patients are the starting point for recording births.

Add a patient

1. Open Patients from the sidebar.
2. Choose Add patient.
3. Enter their details. Only a few fields are required to get started — you can always add more later.
4. Save.

Find a patient

Use the search box at the top of the Patients list to filter by name. The list is scoped to your practice, so you’ll only ever see your own patients.

Update or correct a record

Open a patient to view their details, then choose Edit. Changes are saved to the patient record and, where relevant, reflected in your practice analytics.

Privacy

Patient records contain protected health information (PHI). Access is limited to providers in your practice, sensitive fields are encrypted, and access is logged. See Privacy & data security for details.

Next steps

• Log a birth for a patient.