{"id":1385,"date":"2024-01-12T10:56:06","date_gmt":"2024-01-12T10:56:06","guid":{"rendered":"https:\/\/www.multiclinic.co.uk\/?post_type=docs&p=1385"},"modified":"2024-01-16T11:38:08","modified_gmt":"2024-01-16T11:38:08","password":"","slug":"adding-patient-information","status":"publish","type":"docs","link":"https:\/\/www.multiclinic.co.uk\/index.php\/guide\/adding-patient-information\/","title":{"rendered":"Adding Patient Information"},"content":{"rendered":"\n

Adding a New Patient<\/h3>\n\n\n\n
\n
\n

You can add a new patient from the appointment booking page, or patient info menu.<\/p>\n\n\n\n

Fill in the patient details, ensuring you have obtained their consent on the paper consent form.<\/p>\n\n\n\n

Select their regular therapist (this can be amended if it changes, the clinic should default to your own.<\/p>\n\n\n\n

Notes<\/strong><\/h4>\n\n\n\n

Notes input into this field will appear permanently on the patient\u2019s record. They will be visible in the diary when a patient is booked in. This field must not<\/em> <\/strong>be used for any clinical notes.<\/p>\n\n\n\n

GP details<\/strong><\/h4>\n\n\n\n

Select the GP surgery from the drop-down menu. If the patients surgery is not listed, you will need to add it to the database before saving the patients info. This can be done by clicking on the Add GP button.\u00a0<\/p>\n\n\n\n

Insurance\/Account Details<\/strong><\/h4>\n\n\n\n

If the patient has approved insurance or a family account enter the details here. Insurance companies and family accounts must be set up in the database before appearing on this form.<\/p>\n<\/div>\n\n\n\n

\n
\"\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n

<\/p>\n\n\n\n

\n
\n

<\/h2>\n\n\n\n
\"\"<\/figure>\n<\/div>\n\n\n\n
\n

Editing Patient Info<\/h2>\n\n\n\n

When creating an appointment for a patient, you may need to edit their information. It is important that all patients have a phone number and email in their records, as well as their GP details.<\/p>\n\n\n\n

To edit patient info, you can access their record in two ways.<\/p>\n\n\n\n

\u2022Open the patient’s menu at the top of the page and select patient info, then search for the patient record you wish to edit.<\/p>\n\n\n\n

\u2022Book the patient an appointment in the diary, click on the appointment and in the right-hand menu select patient info.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Adding a New Patient You can add a new patient from the appointment booking page, or patient info menu. Fill in the patient details, ensuring you have obtained their consent on the paper consent form. Select their regular therapist (this can be amended if it…<\/p>\n","protected":false},"author":1049,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[23],"doc_tag":[],"class_list":["post-1385","docs","type-docs","status-publish","hentry","doc_category-admin-guide"],"year_month":"2026-05","word_count":260,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Kieran Watkins","author_nicename":"kieran-w","author_url":"https:\/\/www.multiclinic.co.uk\/index.php\/author\/kieran-w\/"},"doc_category_info":[{"term_name":"Admin Guide","term_url":"https:\/\/www.multiclinic.co.uk\/index.php\/guide \/admin-guide\/"}],"doc_tag_info":[],"yoast_head":"\nAdding Patient Information - MultiClinic<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.multiclinic.co.uk\/index.php\/guide\/adding-patient-information\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding Patient Information - MultiClinic\" \/>\n<meta property=\"og:description\" content=\"Adding a New Patient You can add a new patient from the appointment booking page, or patient info menu. Fill in the patient details, ensuring you have obtained their consent on the paper consent form. Select their regular therapist (this can be amended if it...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.multiclinic.co.uk\/index.php\/guide\/adding-patient-information\/\" \/>\n<meta property=\"og:site_name\" content=\"MultiClinic\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/Multiclinic.by.attend2IT\" \/>\n<meta property=\"article:modified_time\" content=\"2024-01-16T11:38:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.multiclinic.co.uk\/wp-content\/uploads\/2024\/01\/image-9-654x1024.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@a2_Multiclinic\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.multiclinic.co.uk\\\/index.php\\\/guide\\\/adding-patient-information\\\/\",\"url\":\"https:\\\/\\\/www.multiclinic.co.uk\\\/index.php\\\/guide\\\/adding-patient-information\\\/\",\"name\":\"Adding Patient Information - MultiClinic\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.multiclinic.co.uk\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.multiclinic.co.uk\\\/index.php\\\/guide\\\/adding-patient-information\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.multiclinic.co.uk\\\/index.php\\\/guide\\\/adding-patient-information\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.multiclinic.co.uk\\\/wp-content\\\/uploads\\\/2024\\\/01\\\/image-9-654x1024.png\",\"datePublished\":\"2024-01-12T10:56:06+00:00\",\"dateModified\":\"2024-01-16T11:38:08+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.multiclinic.co.uk\\\/index.php\\\/guide\\\/adding-patient-information\\\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.multiclinic.co.uk\\\/index.php\\\/guide\\\/adding-patient-information\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\\\/\\\/www.multiclinic.co.uk\\\/index.php\\\/guide\\\/adding-patient-information\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.multiclinic.co.uk\\\/wp-content\\\/uploads\\\/2024\\\/01\\\/image-9.png\",\"contentUrl\":\"https:\\\/\\\/www.multiclinic.co.uk\\\/wp-content\\\/uploads\\\/2024\\\/01\\\/image-9.png\",\"width\":656,\"height\":1027},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.multiclinic.co.uk\\\/index.php\\\/guide\\\/adding-patient-information\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.multiclinic.co.uk\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"guide\",\"item\":\"https:\\\/\\\/www.multiclinic.co.uk\\\/index.php\\\/docs\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Adding Patient Information\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.multiclinic.co.uk\\\/#website\",\"url\":\"https:\\\/\\\/www.multiclinic.co.uk\\\/\",\"name\":\"MultiClinic\",\"description\":\"Clinic Management Software\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.multiclinic.co.uk\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.multiclinic.co.uk\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.multiclinic.co.uk\\\/#organization\",\"name\":\"Multiclinic\",\"url\":\"https:\\\/\\\/www.multiclinic.co.uk\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\\\/\\\/www.multiclinic.co.uk\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.multiclinic.co.uk\\\/wp-content\\\/uploads\\\/2018\\\/09\\\/Logo.png\",\"contentUrl\":\"https:\\\/\\\/www.multiclinic.co.uk\\\/wp-content\\\/uploads\\\/2018\\\/09\\\/Logo.png\",\"width\":73,\"height\":70,\"caption\":\"Multiclinic\"},\"image\":{\"@id\":\"https:\\\/\\\/www.multiclinic.co.uk\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/Multiclinic.by.attend2IT\",\"https:\\\/\\\/x.com\\\/a2_Multiclinic\",\"https:\\\/\\\/www.instagram.com\\\/attend2it\\\/\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/1209949\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Adding Patient Information - MultiClinic","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.multiclinic.co.uk\/index.php\/guide\/adding-patient-information\/","og_locale":"en_GB","og_type":"article","og_title":"Adding Patient Information - MultiClinic","og_description":"Adding a New Patient You can add a new patient from the appointment booking page, or patient info menu. Fill in the patient details, ensuring you have obtained their consent on the paper consent form. Select their regular therapist (this can be amended if it...","og_url":"https:\/\/www.multiclinic.co.uk\/index.php\/guide\/adding-patient-information\/","og_site_name":"MultiClinic","article_publisher":"https:\/\/www.facebook.com\/Multiclinic.by.attend2IT","article_modified_time":"2024-01-16T11:38:08+00:00","og_image":[{"url":"https:\/\/www.multiclinic.co.uk\/wp-content\/uploads\/2024\/01\/image-9-654x1024.png","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_site":"@a2_Multiclinic","twitter_misc":{"Estimated reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.multiclinic.co.uk\/index.php\/guide\/adding-patient-information\/","url":"https:\/\/www.multiclinic.co.uk\/index.php\/guide\/adding-patient-information\/","name":"Adding Patient Information - MultiClinic","isPartOf":{"@id":"https:\/\/www.multiclinic.co.uk\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.multiclinic.co.uk\/index.php\/guide\/adding-patient-information\/#primaryimage"},"image":{"@id":"https:\/\/www.multiclinic.co.uk\/index.php\/guide\/adding-patient-information\/#primaryimage"},"thumbnailUrl":"https:\/\/www.multiclinic.co.uk\/wp-content\/uploads\/2024\/01\/image-9-654x1024.png","datePublished":"2024-01-12T10:56:06+00:00","dateModified":"2024-01-16T11:38:08+00:00","breadcrumb":{"@id":"https:\/\/www.multiclinic.co.uk\/index.php\/guide\/adding-patient-information\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.multiclinic.co.uk\/index.php\/guide\/adding-patient-information\/"]}]},{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/www.multiclinic.co.uk\/index.php\/guide\/adding-patient-information\/#primaryimage","url":"https:\/\/www.multiclinic.co.uk\/wp-content\/uploads\/2024\/01\/image-9.png","contentUrl":"https:\/\/www.multiclinic.co.uk\/wp-content\/uploads\/2024\/01\/image-9.png","width":656,"height":1027},{"@type":"BreadcrumbList","@id":"https:\/\/www.multiclinic.co.uk\/index.php\/guide\/adding-patient-information\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.multiclinic.co.uk\/"},{"@type":"ListItem","position":2,"name":"guide","item":"https:\/\/www.multiclinic.co.uk\/index.php\/docs\/"},{"@type":"ListItem","position":3,"name":"Adding Patient Information"}]},{"@type":"WebSite","@id":"https:\/\/www.multiclinic.co.uk\/#website","url":"https:\/\/www.multiclinic.co.uk\/","name":"MultiClinic","description":"Clinic Management Software","publisher":{"@id":"https:\/\/www.multiclinic.co.uk\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.multiclinic.co.uk\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Organization","@id":"https:\/\/www.multiclinic.co.uk\/#organization","name":"Multiclinic","url":"https:\/\/www.multiclinic.co.uk\/","logo":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/www.multiclinic.co.uk\/#\/schema\/logo\/image\/","url":"https:\/\/www.multiclinic.co.uk\/wp-content\/uploads\/2018\/09\/Logo.png","contentUrl":"https:\/\/www.multiclinic.co.uk\/wp-content\/uploads\/2018\/09\/Logo.png","width":73,"height":70,"caption":"Multiclinic"},"image":{"@id":"https:\/\/www.multiclinic.co.uk\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/Multiclinic.by.attend2IT","https:\/\/x.com\/a2_Multiclinic","https:\/\/www.instagram.com\/attend2it\/","https:\/\/www.linkedin.com\/company\/1209949"]}]}},"_links":{"self":[{"href":"https:\/\/www.multiclinic.co.uk\/index.php\/wp-json\/wp\/v2\/docs\/1385","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.multiclinic.co.uk\/index.php\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www.multiclinic.co.uk\/index.php\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/www.multiclinic.co.uk\/index.php\/wp-json\/wp\/v2\/users\/1049"}],"replies":[{"embeddable":true,"href":"https:\/\/www.multiclinic.co.uk\/index.php\/wp-json\/wp\/v2\/comments?post=1385"}],"version-history":[{"count":2,"href":"https:\/\/www.multiclinic.co.uk\/index.php\/wp-json\/wp\/v2\/docs\/1385\/revisions"}],"predecessor-version":[{"id":1388,"href":"https:\/\/www.multiclinic.co.uk\/index.php\/wp-json\/wp\/v2\/docs\/1385\/revisions\/1388"}],"wp:attachment":[{"href":"https:\/\/www.multiclinic.co.uk\/index.php\/wp-json\/wp\/v2\/media?parent=1385"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/www.multiclinic.co.uk\/index.php\/wp-json\/wp\/v2\/doc_category?post=1385"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www.multiclinic.co.uk\/index.php\/wp-json\/wp\/v2\/doc_tag?post=1385"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}