How to register a new patient for Instant Invite

How to add a new patient with Instant Invite

  • Click on Instant Invite

  • Enter the patient’s information and click search.

  • If your search results do not populate with the patient you are looking for, the patient is not registered with your practice.

  • Click on Add New Patient to add the patient to your practice

  • Complete the form with the parent and patient information and click Save.

  • Once the patient has been added, they will appear on the Instant Invite page.

  • Click on their name to send an Instant Invitation from their patient profile page.

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