Creating patient records allows you to store patient information, appointments, communications, charting and more all in one place.

Adding Patients to your System

1. Go to File - Patients.
   • Alternatively, click the Patients icon in your workspace, along the top of EXACT.
   • Or create a new appointment to open the Edit Appointment window.
2. Click +1 to open the Add Patient screen.
   💡Tip: Mandatory fields are highlighted in yellow and must be completed to save the patient record.
3. Once you have entered all required information, click OK so save the patient record.