• Select 'Patients' on DocsInk's communication dashboard

  • Click Add a New Patient button or the '+' icon on the upper right corner of screen

  • Type in patient information
    REQUIRED INFORMATION: First & Last Name, DOB, Toggle for Women/Men, Location, Phone Number and Email

  • If you are using our Patient Care Communication platform you can Toggle for 'Send texting invite' - Orange for Yes - the invite will NOT be a text message - It will be an email invitation

  • This is not necessary unless you are using our Patient Communication features

  • Click 'Save' to add new patient account

  • You will see the newly added patient in the patient directory

  • To Search for the patient -
    Type patients name in box next to the magnifying glass

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