Use this method if the new patient requires an appointment at time of creation.
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Click the navigation menu > Appointments
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Right click in time slot where you wish to insert the appointment
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Select Insert new… > Appointment for patient…
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Go to the Enter new patient tab
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Tick the Member of family
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Enter the name of the existing patient you wish to link the new patient to
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Click Find
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Highlight the correct existing patient name below the search fields
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Click OK
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Enter the details of the new patient (member)
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Click OK
→
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After creating the appointment, the new patient has a file saved to the database as a family member alongside the existing patient’s file.
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