Learn how to add and create Patient profiles in Nookal so you can book consultations or classes. This guide shows the fastest ways to add Patients from the Calendar or Patients menu.
Before you start...
It is generally quicker to create the Patient Profile at the time of booking an appointment in the Calendar.
How to Add a Patient from the Calendar
1. Go to the Calendar.
2. Click on an available slot in the appropriate Calendar column.
3. Enter the First Name and Last Name of the Patient in the appropriate fields.
It's a good idea to...
Double check that the Patient isn't already in the database to avoid creating a duplicate. Use the list to compare Patients with the same name and their Date of Birth.
4. If no existing Patient matches, click Create Patient.
5. Complete the First Name and Last Name.
6. Add a Phone Number (only one is required).
7. Ask the Patient if they consent to SMS/Emails Reminders and Marketing and tick the appropriate checkboxes. If the Patient is under 16, record who gave consent in the Parent/Guardian field.
Important!
If using SMS/Email reminders or sending the Patient form by Email or SMS, corresponding consent is required. Once consent is given, a Patient's Mobile Number and email address should be added.
8. Add other details such as the Address, DOB, GP as is appropriate (optional, can be added later).
9. Click Create Patient to reach the Create Appointment page.
How to Add a Patient from the Patients Menu
If no booking is needed at the time of creating the Patient Profile, it is possible to create a Profile from the Patients tab.
1. Head to the Patients tab.
2. Enter the new Patient Name into the search fields on the left-hand side.
3. If the Patient doesn't match an existing Patient in the database, click Create Patient in the bottom right corner.
4. Follow Steps 4 onwards in the section above to create the Patient's Profile.
Once the Patient Profile is created, it will be possible to book the Patient for Consultations or Classes.
Discover more...
Refer to Booking an Appointment for an Existing Patient for more details.