Adding a Patient

Steps on how to create a new patient on DocsInk Website or in DocsInk Desktop App

• Select 'Patients' on DocsInk's communication dashboard

• Click Add a New Patient button on the upper right corner of screen

• Type in patient information
  REQUIRED INFORMATION: First & Last Name, DOB, Toggle for Women/Men, Location, Phone Number and Email

• If you are using our Patient Care Communication platform you can Toggle for 'Send texting invite' - Orange for Yes - the invite will NOT be a text message - It will be an email invitation

• This is not necessary unless you are using our Patient Communication features

• Click 'Save' to add new patient account

• You will see the newly added patient in the patient directory

• To Search for the patient -
  Type patients name in box next to the magnifying glass