Add and delete patients
Add a patient by hand, through an intake link, a questionnaire, an uploaded form or a bulk import, and delete a patient record.
Where to find it: Sidebar → Patients → Add patient
Steps
- Open Patients in the sidebar. Press n (outside a text field) to jump straight to adding a patient.
- Choose Add patient, then pick the way in: Manual, Intake link, Questionnaire, Upload form or Bulk import.
- Manual: fill in the form. Anything about the patient that has no field of its own goes in “Other intake notes”, which then appears under Intake.
- Intake link and Questionnaire: the patient receives a link, and their record is created when they send their answers.
- To delete a patient, open the record and choose Delete patient. The confirmation lists what is removed and says it cannot be undone; type the patient's full name and your password, then confirm.
Good to know
Deleting is permanent, so check your own retention obligations first. If a patient asks for deletion from their own portal and your practice keeps records under legal retention, the request is recorded instead of deleted: the patient shows a “Deletion requested” badge until you decide.
Related guides
These guides describe the portal as it works today. They are product help, not clinical guidance.