Register a new patient

1. Click “Register patient” (on the Dashboard or in Patients).
2. Use “Quick” for name, birthday, sex and mobile (about 30 seconds). Fill in the rest at check-in with “Full details”.
3. Ask about allergies every time: pick “Has allergies” and add them, or “No known allergies”. If you skip it, the patient stays flagged until someone asks.
4. Tick the privacy consent (required under the Data Privacy Act) and the reminder options the patient agrees to.
5. Click “Save patient”, or “Save and book appointment” to go straight to booking.

Note: If Clintraq finds a patient with the same name and birthday, it shows “Possible duplicate”. Open that record instead, or click “Not the same person”.

On the phone: Staff app: Front desk › Register patient