After successfully creating a patient, navigate to the Patient module located on the left side of your screen. Access the patient tab, which can be found as the sixth tab within the dashboard navigation.

Scroll down or use the search feature to find the patient and click on their name. This will take you to the patient overview, where you can add more details. Any information you've already entered will be there. You can add or make any changes that you need to.

1. First Name: Enter the patient's first name.
2. Middle Name: Enter the patient's middle name.
3. Last Name: Enter the patient's last name.
4. Date Of Birth: Select the date of birth from the calendar.
5. Gender: Choose the patient's gender from the provided drop-down.
6. Relationship: Select the patient's relationship for insurance purposes from the drop-down list.
7. Parent First Name and Last Name: Enter the parent's name if applicable.
8. Address: Enter the patient's residency details. You'll have separate fields for street, city, state, and zip code.
9. Phone: Provide the patient's contact number and select the type (e.g., work, cell). You can also opt for notification via message.
10. Email: Input the patient's email address and select its type (e.g., work, cell). You can choose to send notifications via email.
11. POS: Enter the service location, such as office, school, home, etc.
12. Region: Specify the service region.
13. Race & Ethnicity: Choose the patient's race from the drop-down menu.
14. Preferred Language: Select the patient's preferred language from the drop-down menu.
15. Date First Seen: Input the date of the initial assessment.
16. Assignment: Select Yes or No.
17. Background Color: Choose a background color for the patient.
18. Emergency Contact Name: Enter the name of the patient's emergency contact name.
19. Emergency Contact Relationship: Select the relationship with the patient.
20. Emergency Contact Phone: Enter the phone number.
21. Emergency Contact Email: Enter the email address of the emergency contact.
22. Guarantor Information: Input the guarantor details for billing purposes. To fill in the details, you need to check the box that says "Is Guarantor Available?"
    1. Guarantor First name: Enter the guarantor's first name.
    2. Guarantor Last Name: Enter the guarantor's last name.
    3. Guarantor Date of Birth: Select the date of birth of the guarantor from the calendar.
    4. Guarantor Address: Input the guarantor's address. If the patient and the guarantor share the same address, check the box that says "Same as Patient Address."
23. Patient Notes: Include any relevant notes about the patient.
24. Upload Patient Signature: Optionally, upload the patient's signature for future paperwork convenience.
25. Save Patient: Once you have added all the relevant details, click on the "Save Patient" box.