---
title: "Add a Patient to Healthbridge Clinical"
url: "https://help.healthbridgeclinical.co.za/en/article/how-to-add-a-patient-to-healthbridge-clinical"
language: "en"
last_updated: "2026-08-05T12:12:13.674Z"
---

# Add a Patient to Healthbridge Clinical

## Add a Patient to Healthbridge Clinical

**What:** The form used to create a new patient record, capturing their identity, contact, and medical aid details.

**Why:** Every patient needs a file before you can book them, consult with them, or bill for their visit.

**When:** The first time a new patient visits your practice.

## Steps

## 1\. Click the 'Add Patient' icon

*Location: Top navigation bar, next to your name*

From any screen, click the **Add Patient icon** (a person with a plus sign) in the top-right corner of the navigation bar, next to your name.

![Home dashboard with the Add Patient icon visible in the top navigation bar next to the provider's name](https://cdn-assets.productfruits.com/8c58cdb9-7405-43b1-a33c-8d8def56138e)

## 2\. Review the patient details form

*Location: Patient details, Account & Medical aid form*

A blank **'Patient details, Account & Medical aid'** form opens. Choose **'Passport no.'** or **'South African ID no.'** to match the identification you have, then work through the fields: title, name and surname, date of birth, sex, contact details, and address.

![Blank Add Patient form showing Patient details fields, Medical Aid and Cash toggle, and Patient medical aid detail section](https://cdn-assets.productfruits.com/af7a2d24-4a26-4020-a916-9d3a0e138e58)

## 3\. Fill in the required details and click 'Save'

*Location: Patient details, Account & Medical aid form*

Fields marked with an asterisk (**\***) are required, at minimum, **Name**, **Surname**, **Date of Birth**, and sex. If the patient has medical aid, toggle **'Medical Aid'** and fill in the scheme, plan, option, and membership number under **'Patient medical aid detail'**; otherwise toggle **'Cash'**. Once everything is filled in, click the orange **'Save'** button in the top-right corner.

![Add Patient form filled in with test patient details including name, surname, email address, and contact number](https://cdn-assets.productfruits.com/998c97d9-e61b-48b9-bfd9-bceefa93cfb8)

> **You should see:** the patient's new file opens on their Patient Overview, ready for you to add conditions, book a consult, or check them in.

> **Note:** If the patient is a dependant on someone else's medical aid, fill in the **Main Member Details** section further down the form so their account links correctly to the main member.