How to Create a New Patient in Upvio

Creating a new patient in Upvio is a straightforward process that helps you manage patient information and streamline scheduling.

 

Follow these simple steps to add a new patient to your Upvio account:

Step-by-Step Guide:

  1. Log in to your Upvio account.

  2. Go to the Patients section. 

    Each patient is uniquely identified by their email address, and they will automatically be added to the patient portal once they submit a form.
  3. Click the New Patient button and enter the patient’s details.

  4. Click Save.

That's It! Your new patient has now been added and is ready for appointments.