How to create a patient

This page shows you how to add a new patient record.

Who can do this: Anyone signed in to the portal.

Before you start

Have the patient’s name, date of birth, contact details, and address ready.

🎬 Video

Full walkthrough of creating a new patient record from start to finish

patients-create-a-patient.mp4

Steps

1. Go to Patients.
2. Click Patient. The New Patient screen opens.

Patients list screen with the Patient button highlighted

3. Fill in First Name and Last Name.
4. Choose a Date of Birth.
5. Choose Gender: Male or Female.
6. Add an Email Address and a Mobile Number.

Basic Information section of the New Patient screen

7. Fill in the residential address: Address Line 1, City, Postcode, Country.
8. Switch on Same as residential address, or fill in a different delivery address.

Delivery Address section showing the Same as residential address switch

9. Add any physical details, allergies, or medication you know about. These are optional.
10. Each section has its own button for adding more entries. For example, use Add another allergy.
11. Click Add Patient to save the record.

Completed New Patient screen with the Add Patient button highlighted

What happens next

OxygenRX saves the patient and takes you back to the Patients list. Open the new record any time to add more details or start a prescription.

If something goes wrong

• First Name and Last Name: type at least two letters in each.
• Date of Birth: choose a date between 1900 and today.
• Email Address: type a valid email address, like [email protected].
• Postcode: for UK addresses, type a valid UK postcode.
• If you start a medical details row, finish every required box in it. Partly-filled rows won’t save.