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Patient & diary management | Module 1

Adding patients and viewing the database

This 15-minute module takes you through all the steps of adding a new patient and how to search your patient list.

You must have previously logged in to a live ePractice Lite or Pro site using your own username and password, which mustn’t be shared with anyone. All training is done online using Microsoft Teams, so ahead of the session please make sure that the computer you’re using has a working microphone and speaker (or headset).

What you'll cover


You’ll be able to confidently manage your practice database. Add new patients and view your patient list. Starting with the personal details we’ll show you all the options and you’ll also discover how to avoid patient duplication. Learn how to link insurers - and how to unlink them too.