Add a Patient
How to Add a Patient Herb Dispenser — Patient Management
Step 1: Go to the Dashboard Log in to your account. You will land on the Dashboard page automatically, identified by the orange header bar at the top.
Step 2: Locate "Add Patient" in the left sidebar In the navigation menu on the left side, look for the Add Patient link. It appears below "Patient List" and is highlighted in orange, making it easy to spot.
Step 3: Click "Add Patient" Click the orange Add Patient link. You will be taken to the patient creation form where you can enter the new patient's details.
Step 4: Fill in the patient information Complete all required fields in the form, such as the patient's name and any relevant contact or medical details. Required fields are typically marked with an asterisk (*).
Step 5: Save the new patient Once all information is entered, click the Save or Submit button to create the patient record. The new patient will then appear in your Patient List.
Tip: You can also access the add patient form directly via the URL: herbdispenser.dispensarytree.com/?page=patient§ion=add
Create New Patient — Patient Profile Page Herb Dispenser — Patient Management
Overview The Create New Patient page allows you to add a new patient to your account. To create a patient, you must enter a First Name, Last Name, and Phone Number at minimum. All other fields are optional.
Section 1: Create New Patient
Fill in the following fields:
- First Name (required) — Enter the patient's first name.
- Last Name (required) — Enter the patient's last name.
- Personal Email (optional) — Enter the patient's email address. You can add multiple emails using the "+ Add Email" option.
- Mobile Number (optional) — Select the country code (e.g., USA/CAN) from the dropdown and enter the patient's phone number. You can add multiple numbers using the "+ Add Phone Number" option.
Patient Photo (optional) On the right side of the form, you can upload a profile image for the patient by clicking the orange Upload Image button. The image width must be less than 1000px and must be in png, jpeg, or jpg format.
Section 2: Manage Patient Account
This section allows you to invite your patient to create their own online account.
- Invite Patient to Register for an Account — When this toggle is turned ON, your patient will automatically receive an email invitation to register for their own patient account. This toggle is turned on by default.
- For additional help on patient accounts, click the click here link within this section.
Section 3: Shipping Address (optional)
You can add a shipping address to the patient's profile. All fields in this section are optional.
- Company Name — Enter the patient's company name if applicable.
- First Name — Enter the first name for the shipping address.
- Last Name — Enter the last name for the shipping address.
- Street Address — Enter the patient's street address.
- Street Address (cont'd) — Enter any additional address details (e.g., suite or unit number).
- Phone Number — Select the country code and enter the phone number associated with this address.
- Country — Select the patient's country from the dropdown.
- State — Select the patient's state or province from the dropdown.
- City — Enter the city name.
- Zipcode — Enter the postal or zip code.
- Notes / Remarks — Add any additional notes related to this shipping address.
- Mark as Default — Check this box to set this address as the default shipping address. This is checked by default.
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