Create a patient record with the minimum details, then open it immediately.
Before you start
Enter the correct organization and make sure you can create patients. Search for the person first to avoid a duplicate record.
1. Open the form
Open Brelio, select Patients, then Add Patient.
2. Enter the details
First Name and Last Name are required.
Email and Phone are optional. If entered, they must be valid.
Leave missing contact details blank instead of inventing them.
3. Create the record
Select Create Patient. After saving, Brelio opens the patient’s detail page. Check that the name matches the person you intended to add.
The new patient record in Brelio. Example with demo data.
Troubleshooting
Both names must contain text; spaces alone are insufficient.
Correct invalid email or phone details, or leave them blank if unknown.
If saving fails, preserve the form, review the message and check whether the record was created before trying again.
Next step
Schedule an appointment. If needed, create a service first.